Re: How do I delete old customers when trying to print statements?
John Pollard <[email protected]>
| Newsgroups | alt.comp.software.financial.quicken |
|---|---|
| Message-ID | <[email protected]> |
On Wednesday, September 27, 2023 at 4:30:05 PM UTC-5, Taxed and Spent wrote: > On 9/27/2023 11:17 AM, John Pollard wrote: > > 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) 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".