Enabling / Disabling Company

Enabling / Disabling Company

Enabling / Disabling a Company



You may disable a company in the system so that historical transactions may be retained, but remove them from the list of Companies in the Company Module.

To disable a company,

  1. Navigate to Quick Menu  / Companies (formally Customer / Vendor Central). 
  2. Highlight the company to disable. (2)
  3. Right-click and choose Edit Make Active or Make Inactive  If disabled/inactive, the company will be shown in strike-through text. (3)

You may highlight multiple companies to batch activate / inactivate.

Inactive companies may be hidden from the list by clicking the Hide Disabled Companies checkbox at the bottom of the Companies Module. (4)




Steps on how to enable and disable a company


Last Updated  11/16/2020 - JML

    • Related Articles

    • Enabling and Disabling Items

      Enabling / Disabling Items To disable an item: Open the item detail by double-clicking the item in the list. Check the checkbox labeled “Item is Inactive” located near the bottom of the screen. Click Save and Close. To enable an item, simply uncheck ...
    • Disabling Inventory Items

      Disabling Inventory Items Items may be disabled so that they do not appear on the list. This may be done for both service and product items. To disable an inventory item: Navigate to Inventory  Items. Highlight the item to disable. Click the Enable / ...
    • Getting Started - Setup Companies (Customers & Vendors)

      Overview Companies (formerly Customer/Vendor Central) is the place for everything you need when working with Customers and Vendors. CustomBooks™ Companies module brings together the relationship you have with customers and vendors in one easily ...
    • Enabling AvaTax

      Enabling AvaTax Enable Avatax Sales Tax in CustomBooks™. Navigate to Quick Menu → Settings → Sales Tax. Check the Yes checkbox next to Do you charge Sales Tax? Choose Avalara as the Sales Tax Calculation Method. Enter your Avalara account number and ...
    • Users

      Users CustomBooks™ is a cloud-based accounting software application, this means that we offer a seamless way to manage your financial data. One of its key advantages is the ability to add new users without the need for additional software ...