QuickBooks Quik Tip for the Day – Long Customer Lists

Posted by on Mar 18, 2011 in QuickBooks Tips | 2 comments

If you have large databases full of Customers and Vendors, you need to keep those under control, or they will slow your work down to a crawl. Have you ever tried to search through 35,000 names every time you want to process an invoice or enter a bill?

The best way is to make the names Inactive. You will still be able to access them if needed, as they remain in the background, but they won’t clutter up your list or slow down your search.

I would suggest a date range of one year. If there has been no transactions, them make them inactive.

It’s easy to do, just go the your Customer or Vendor Centre, highlight a name, right click on your mouse and then chose Make Customer: Job Inactive. Remember you can only do this with a Customer or Vendor that has a zero balance!

If you want to see those Inactive Customers, then go to the View field and change it to All Customers.

Note: www.quickbookstrained.com is now mobile friendly. From the web address you can choose Options/Mobile formatted and the site will appear in all its living colour for you to view. Check it out.

If you want to make sure you don’t miss an article, then use the RSS Feed button.

Check out the new QuickBooks Trained i amFacebook page.

Share

2 Responses to “QuickBooks Quik Tip for the Day – Long Customer Lists”

  1. Would be nice if there was a tool that would allow you to set any customer or customer:job with zero balance and no activity since a certain date to inactive.

    • Larry Johnson says:

      Hi Robert, although I have not come across such a tool, you could export your Customer List to Excel, copy and past the Inactive to those you do not want Active anymore, and Import that list back into your QB’s.

Leave a Reply