SC.1.2b Make a Customer Inactive | Scribe

    SC.1.2b Make a Customer Inactive

    • 6 steps
    • AkadianAkadian
    • QuickBooksQuickBooks
    information ordinal icon
    Start in the Sample company.
    1
    To complete this exercise, you must be in the Sample company. From your QBOA account, click the Gear icon on the top right corner of the screen, then select Sample company.
    alert ordinal icon
    Note that you will be logged out of your current account. If you are sure, click "Continue" to confirm.
    information ordinal icon
    Now you can start the exercise.

    Make a Customer Inactive

    information ordinal icon
    While you can't just remove someone from QBO completely, you can make a customer inactive. First, locate the customer.
    2
    From the left navgiation bar, hover over Sales, then select "Customers"
    3
    Click "Dylan Sollfrank"
    information ordinal icon
    Note that Dylan Sollfrank has a $0 balance, so no additional work is required before making his account inactive.
    4
    Click the "down arrow" next to the Edit button
    5
    Click "Make inactive"
    6
    Click "Yes, make inactive"
    information ordinal icon
    Now the word "deleted" is showing beside Dylan Sollfrank's name.

    📚 Get the Full Course

    information ordinal icon
    This exercise comes from our Level 1 ProAdvisor certification course. Do more like it and pass your QuickBooks Level 1 ProAdvisor certification course in one weekend by [clicking here.](https://www.fastandeasyqbo.com/basic)

    📝 Feedback

    information ordinal icon
    Questions/Problems/Concerns? [Send feedback.](https://www.bookwidgets.com/play/k6rmQMKk-iQAEzXMdagAAA/BEXUQBE/feedback-scrib?teacher_id=6434462993219584)