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Inactivate List Items in QuickBooks – Tutorial

by / Friday, 16 December 2016 / Published in Latest, Quickbooks

Inactivate List Items in QuickBooks: Overview

            This lesson shows you how to inactivate list items in QuickBooks. In QuickBooks, you can only delete list items you have not used in any transactions. If you try to delete a list item you used in a transaction, QuickBooks warns you that it cannot be deleted. If you don’t want to use a list item but you can’t delete it, you can make it inactive, instead. Doing this then hides its display within the list.

            To inactivate list items in QuickBooks, right-click the list item to inactivate within the desired list. Select the “Make Inactive” command from the pop-up menu that appears. This inactivates the selected list item and hides its display.

            To see inactive list items within a list, click the “Include Inactive” checkbox at the bottom of the list window. You can use this method to view inactive list entries in all lists except the “Customers & Jobs,” “Vendors,” and “Employees” lists. In these lists, you can view all items by using the “View” drop-down in the tab above the list. Select “All [item type]” from this drop-down to see the inactive items.

            After you do this, a new column appears at the left side of the list. This column shows inactive items, which appear with an “X” next to their names. You can then click any of these “X” symbols to make that list item active again.

Inactivate List Items in QuickBooks - Tutorial: A picture of inactivated list items within the “Customers & Jobs” list in QuickBooks.

Inactivate List Items in QuickBooks – Tutorial: A picture of inactivated list items within the “Customers & Jobs” list in QuickBooks.

Inactivate List Items in QuickBooks: Instructions

  1. To inactivate list items in QuickBooks, right-click the item to inactivate.
  2. Select the “Make Inactive” command from the pop-up menu that appears.
  3. To show inactive list items within a list that is NOT within a Center, click the “Include Inactive” checkbox at the bottom of the list window.
  4. To show inactive list items within a list that IS within a Center, click the “View” drop-down above the list.
  5. Then select “All ” from the drop-down menu.
  6. To see inactive list items within a list that is NOT within a Center, click the “Include Inactive” checkbox at the bottom of the list window.
  7. To see inactive list items within a list that IS within a Center, click the “View” drop-down in the tab above the list.
  8. Select “All [item type]” from this drop-down.
  9. When viewing inactive list items, a new column appears at the left side of the list.
  10. This column shows the inactive items, which appear with an “X” symbol next to their names.
  11. To reactivate an inactive list item, click the “X” symbol next to the name of the list item to reactivate.

Inactivate List Items in QuickBooks: Video Lesson

            The following video lesson, titled “Inactivating and Reactivating List Items,” shows how to inactivate list items in QuickBooks. This video lesson is from our complete QuickBooks Desktop Pro training, titled “Mastering QuickBooks Made Easy v.2017.”

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