Inactivating List Items in QuickBooks 2008

Part of the QuickBooks 2008 For Dummies Cheat Sheet

One of the neat features in QuickBooks is that it enables you to simplify your lists by hiding items that are no longer active, including those that you expect to be active again later. If you have seasonal employees, you can hide them from your Employee list during the times of the year when they don’t work. Or if you sell commemorative key chains only every five years, you can keep them from cluttering your Item list in the off years. You can also inactivate customers and vendors from their respective lists.

To inactivate something from a list, all you have to do is open the list and double-click the item. When QuickBooks opens the item, employee, customer, or vendor that you want to inactivate, select the Item Is Inactive check box. (The name of the check box changes, depending on what you’re trying to inactivate.) Then click OK. QuickBooks hides this member from your list. The next time you display the list, the Include Inactive box appears.

To view and edit hidden members of your list, just click the Include Inactive box. Any inactive members show up with X icons beside them. If you want to reactivate a member, all you have to do is click the X icon, and the member is reactivated.

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QuickBooks 2008 For Dummies Cheat Sheet

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