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June 22, 2024
Question

How can I search for a customer who is marked inactive?

  • June 22, 2024
  • 1 reply
  • 3 views
No text available

1 reply

Level 6
June 22, 2024

Hello, @heather108.

 

I can walk you through how to find inactive customers in QuickBooks Online (QBO).

 

With just a few clicks, we can find the customer you need. Here's how:

 

  1. Go to the Sales menu and choose Customers.
  2. From there, click the Gear icon on the right side.
  3. Check the Include Inactive box.

 

Then, you can utilize the search box to find the information you need.

 

 

In addition, here's a reference for more information about adding, modifying, or merging customers: Add and manage customers in QuickBooks Online.

 

Also, you can check this article to learn how to send statements to show customers summaries of their invoices, payments, credits, and balances: Create and send customer statements in QuickBooks Online.

 

Please let me know if you need clarification about customers or other QBO-related concerns. The Community has your back. Keep safe always.