Make a Company (Customer or Vendor) Inactive/Active

Make a Company (Customer or Vendor) Inactive/Active

Make a Company Inactive/Active

In CustomBooks™, you may find the need to disable or make a company inactive—whether it’s a customer or a vendor—without deleting their historical transactions. This ensures that all previous transactions remain intact for reference and reporting purposes, while preventing any new transactions from being recorded for that company.

Here's a step-by-step guide on how to disable a company:
  1. Go to Lists > Companies.
  2. Select or highlight the company to disable.
  3. Right click, choose Edit > then select Make Inactive or Make Active (to reactivate). If a company is inactive/disabled, the company name will be shown in strike-through text.




    You can also     open the Company Card and then click the "Company is Inactive" button located in the bottom-left corner.



  1. You may highlight multiple companies to batch inactivate/activate.
  2. Inactive companies may be hidden from the list.

Hiding Inactive Companies

To hide inactive companies from the Companies and Customers, or Vendors list:
  1. Navigate back to Lists > Companies or Customer/Vendors.
  2. Mark the "Hide Inactive Companies" checkbox located in the bottom-left corner of the list.




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