Vendors and customers list

Thanks for reaching out, Revti. Yes, there’s a way to make all vendors and customers inactive at once in QBO.

To begin with, please note that when making the vendors or customers inactive, you’ll receive a prompt informing you that an adjusting transaction will be created. As follows:

• Vendors with unbilled charges cannot be made inactive.
• If a customer has sub-customers, they will also be made inactive.

You’ll also need to manually identify which vendors or customers have not had any transactions since before 2020. To do so, you can run the Transactions List by Vendor and Transactions by Customer List reports and apply appropriate date filters to identify the relevant records.

Here’s how to batch inactive vendors:

1. Navigate to Expenses & Bills and select the Vendors tab.
2. Check the box next to the names of the vendors you want to make inactive.
3. From the Batch actions dropdown menu, select Make inactive.
4. Confirm your choice by selecting Yes, make inactive.

To batch inactive customers:

1. Go to the Customer Hub and open the Customers tab.
2. Place a checkmark beside their names.
3. From the Batch actions dropdown menu, select Make inactive.
4. Confirm your selection by clicking Yes, make inactive.

If you have any other concerns, please click Reply.