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:
- Go to Lists > Companies.
- Select or highlight the company to disable.
- Right click, choose Edit > then select Make Inactive or Make Active (to reactive). If a company is inactive/disabled, the company name will be shown in strike-through text.
- You may highlight multiple companies to batch inactivate/activate.
- Inactive companies may be hidden from the list. Click the Hide Inactive Companies button in the bottom-left corner of the Companies List to hide inactive companies.
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