Inactive Clients


S

Steve Dell

The nature of my business is that I make typically one large sale to a
client and that's it. I collect the money up-front at the conclusion of
first appointment. Future sessions are not revenue makers generally.

is there a way to globally change a clients status to inactive, lets say for
the year 2005 and before? Or do I have to do it to each client one by one by
one ad nauseatum?

Thanks

Steve
 
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P

Peter Saxton

The nature of my business is that I make typically one large sale to a
client and that's it. I collect the money up-front at the conclusion of
first appointment. Future sessions are not revenue makers generally.

is there a way to globally change a clients status to inactive, lets say for
the year 2005 and before? Or do I have to do it to each client one by one by
one ad nauseatum?

Thanks

Steve
I don't think so. If you select a big batch of them and right click
see if it works but I doubt it.

If it is that much of a problem why even set them up as customers? You
can just treat it it as a sale and not put it throgh accounts
receivable.
 
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G

Gary E

You may be able to export the customer list. Open it in Excel, modify the
inactive status and import it back in to QuickBooks. I think I have done
something similar in the past. Please make sure to back up your QuickBooks
before you import.

Gary
 

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