How to Make a Group of Customers Inactive All at Once in Quickbooks
As a business grows and develops, it is inevitable that some customers will stay, some will go, and some will come and go as their own needs dictate. While it is important for a business not to eliminate inactive customers from a customer database, it is also important to maintain and update a customer list to keep it current. To assist in this task, you have the option to make a group of customers inactive all at once in QuickBooks.
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Instructions
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Chooses parameters for marking a customer as inactive. For example, you could decide that any customer who has not made a purchase within the past six months or any customer with a paid balance should be inactive.
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Access the "Customer Center" on the QuickBooks main menu and click the "Customers & Jobs" tab on the left side of the screen.
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Click the "View" drop-down menu and select "Custom Filter" to open the Custom Filter dialog box. Then select "Active Customers" from the "View" drop-down menu.
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Right-click the diamond-shaped icon next to the "Name" field in the customer list, select "Customize Columns" and scroll through the list of standard options. If any of these options match the parameter you chose, select it and click "Add" to display the customer list using this parameter along with the customer name. If your chosen parameter is not on this list, click the magnifying glass icon next to the "Find" text box and type in your parameter in the Custom Filter dialog box. For example, if your parameter is a zero balance, type "Balance = 0.00." Click "Go" to display the Customer List according to your custom parameter. At this point, your customer list will display all active customers that correspond to the parameter you selected for marking a customer inactive.
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Right-click each customer in the customer list and select "Make Customer:Job Inactive."
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Tips & Warnings
QuickBooks only allows you to select one custom parameter when displaying a customer list.
