How do I delete old customers when trying to print statements?

Sep 27, 2023 Last reply: 2 years ago 9 Replies

Quicken Home and Business, Version R52.20, Build 27.1.52.20 Windows 10



When trying to print an invoice for a selected customer, the drop down list includes a lot of old, no longer current, customers.  How do I get them to not appear in the drop down list?  I already have unchecked the boxes for "include this payee in" Quickfill list, customer list, vendor list, in the Edit Address Book Record, which helps keep them from appearing elsewhere.


Thanks.



What steps do you take to get to that "dropdown list" of customers?

Business Invoices and Estimates Print Statements Customers: ONE then the drop down menu box becomes active, with current (this is good) and old customers (not needed)

Thanks

Got it.

I was confused because your discussion Subject referred to printing "statements", but your problem description said: "When trying to print an INVOICE for a selected customer ....". [Emphasis added]

If the customer(s) you don't want to see for statement printing have ALL their invoice transactions in the "hidden" invoice account discussed in your other post; I think that moving the transactions from the old hidden invoice account to a new Asset account will also remove the customers in that old invoice account from the statement customer selection dropdown ... IF the new Asset account you create is NOT "Used for" "Business transactions".

"If the customer(s) you don't want to see for statement printing have ALL their invoice transactions in the "hidden" invoice account"

Alas, this is not the case.

If the customer(s) you don't want to see for statement printing have ALL their invoice transactions in the "hidden" invoice account ....

What about "moving" (using Cut/Paste) each of the invoice transactions for the inactive customers, in an active invoice account to another (new) Asset account?

I should have said to "move" ALL transactions for the inactive customers ... NOT just the invoice transactions.

A couple of other thoughts:

Depending on the number of customers you have and your personal preferences, you could consider using a separate Invoice account for each customer. Might make it easier to deal with situations such this.

Also, when it's not possible, or desirable, to prevent items from appearing in a list, one can often rename those items such that they appear at the end of the list. Prefixing the item name with "Z-", for example.

Far too painful - the cure is worse than the disease.

a cure far, far worse than the disease.

Now this one, I might try. Or just live with this situation.

Thanks for using your thinking cap!

How so? You can move them all at once.

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