Making a Company Inactive/Active in CustomBooks™

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.



See How to Make a Customer or Vendor Inactive or Active

This video shows how to mark a customer or vendor as inactive in CustomBooks and how to reactivate the company later when needed.

Video Summary

To make a customer or vendor inactive, open the appropriate list, locate the company, right-click its name, and select Edit > Make Inactive. After confirming the change, the company name and code appear with a strikethrough. To reactivate the company, right-click the name again and select Edit > Make Active.

Key Takeaways

  • Access customers or vendors from the Lists menu.
  • Use Edit > Make Inactive to mark the selected company as inactive.
  • An inactive company is identified by a strikethrough on its name and code.
  • Use Edit > Make Active to reactivate the company when needed.
＋ Read the Full Video Transcript

In this video, we’ll show you how to mark a customer or vendor as inactive in CustomBooks.

To get started, click on Lists in the main menu and select either Customers or Vendors.

Locate the company you want to update, right-click on their name, and choose Edit, then Make Inactive. A confirmation message will appear; click OK to confirm your selection.

Once the company is marked inactive, their name and code will display with a strikethrough, indicating they are no longer active in your CustomBooks account.

If you need to reactivate the company, simply right-click on their name again, select Edit, and choose Make Active.

Managing active and inactive records in CustomBooks is straightforward and helps keep your records up to date.



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.