We applied this change with our users in mind. It's quicker for you to get connected to a support representative, as well as provide a secure environment to exchange account information and troubleshoot your concern.
Please be advised, QuickBooks Desktop technical support has moved to live messaging.
On your QuickBooks homepage, go to the Help menu. Since you've already run the Verify and Rebuild tools and the result is the same, I suggest contacting our Technical Support team for further assistance. I'll point you in the right direction for support with this issue. #Quick books for mac 2016 hide inactive customers from reports update
Hi appreciate your prompt reply, as well as sharing an update on your current situation. Keep me posted if you have other questions about managing your customers' list.
You can try running the Customer Balance Detail report again. Once completed, you can close and open QuickBooks to ensure that all components are updated.
Once the rebuild's finished, select OK. QuickBooks will ask to make a backup before rebuilding your company file, select OK. Click Rebuild Data, then select OK to close all windows. Click Verify Data then select OK to close all windows. This tool help resolves the most common data issues in a company file and fixes them. If you're unable to filter the report to show only the Active Customers, you can run the Verify and Rebuild tool. You'll still see their previous activity with your company in reports and their transactions will still be available for access. Yes, you're correct, a customer inactive doesn't mean a complete removal of their information. Let me know if you need further assistance by leaving a comment below. Examples of customization are taxable customers or sales receipts that show check numbers for payment. To give you a more in-depth guide of customizing your customer reports, take a look at this article: Customize customer, job, and sales reports. Mark the customers with pending balances. From the Name drop-down, click Multiple names. 
Hi me to join this conversation and provide some insights about this query.Īs what above, as long as a customer had transactions on the date range you selected, even if they're inactive or have a zero balance, they will appear on that report.Īlthough we don't have an option to exclude inactive customers or those with zero balances in the report, you can manually select the customer you want to see on the report by using Filters.
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