Deactivating and reactivating a customer or supplier

https://help.myob.com/wiki/x/FqNqAg

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If you no longer want to use a customer or supplier, but can't delete them from MYOB (because they've been used in a transaction, for example), you can deactivate them. This is usually a better option because deleting them permanently removes their details.

When you deactivate a contact:

their details are stored in case you need them again in the future
they're removed from reports (some reports, like the Contacts report, have the option to include inactive contacts)
their transactions remain unaffected
they won’t appear in lists of available contacts when you enter transactions. This reduces clutter, making it easier to find contacts.

To deactivate a contact

To make a contact inactive

Go to the Contacts menu and choose All contacts.
Click the name of the contact to be deactivated. Need help finding a contact?
Select the option Inactive contact.
Click Save.

To reactivate a contact

To make a contact active

Go to the Contacts menu and choose All contacts.
To see inactive contacts, select the option Show inactive contacts.
Click the name of the contact to be reactivated. Need help finding a contact?
Deselect the option Inactive contact.
Click Save.

Viewing deactivated contacts

To view deactivated contacts on the Contacts page, select the option Show inactive.

Page tree

To make a contact inactive

To make a contact active

Viewing deactivated contacts

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