How can you display inactive clients in the Clients menu of QuickBooks Online?

Prepare for the ProAdvisor Certification Exam with this comprehensive quiz. Use flashcards, multiple choice questions, and explanations for each question to enhance your exam preparation and boost your confidence.

To display inactive clients in the Clients menu of QuickBooks Online, selecting the Grid Gear icon and including inactive clients is the correct approach. The Grid Gear icon serves as a customization tool for many lists within QuickBooks Online, allowing you to tailor the display settings.

When you click on the Grid Gear icon, you can adjust what information is shown, including options for viewing inactive clients. This feature is specifically designed to enhance the usability of the client management interface, allowing users to easily toggle between active and inactive clients based on their needs. This flexibility is crucial for managing a wide range of clients effectively, especially when revisiting or re-engaging with past clients.

Other choices, while they may seem plausible, do not specifically lead to the desired outcome of displaying inactive clients within the Clients menu. For instance, utilizing filter options might not directly allow for the inclusion of inactive clients in the visible list. Accessing client settings under the Account tab is generally meant for broader account management rather than list display configurations. Enabling an Inactive Clients filter in Preferences does not apply in this context as preferences typically govern system-wide settings rather than list-specific display properties. Thus, engaging the Grid Gear icon proves to be the most straightforward and effective method for showing inactive clients.

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