From the course: QuickBooks Pro 2020 Essential Training
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Delete and mark items inactive - QuickBooks Pro Tutorial
From the course: QuickBooks Pro 2020 Essential Training
Delete and mark items inactive
- [Announcer] QuickBooks works with things it considers lists. Such as, the Customer List, the Vendor List, Items & Services List. When it comes to these lists, sometimes there's things in there you don't want anymore. You can choose to mark them inactive and bring them back again, or delete them altogether. Some things, QuickBooks won't let you delete. If it pertains to an existing transaction, you'd have to mark it as inactive. Let's go into the Customer Center by clicking Customers from the Home screen. If there's a particular customer you want to mark inactive, right-click on that customer and choose Make Customer Job Inactive. Maybe I'm cleaning up my customer list, and I don't want to see them anymore. Could be getting a little unruly, or maybe I only want to see customers that I've worked with recently. If you're looking for a customer and can't find them, you may have once, previously, made them inactive. If…
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Contents
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Take care of refunds2m 54s
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Handle customer credits4m 11s
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Void invoices and other line items3m 58s
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Fix mismatched data6m 20s
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Work with check registers manually3m 54s
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Discounts2m 52s
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Group customers to batch invoices4m 2s
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Delete and mark items inactive4m 5s
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Enter statement charges2m 13s
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Assess finance charges2m 35s
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Memorize transactions3m 43s
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Reconcile bank accounts3m 43s
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