The Review List helps you review and clean up your vendors, customers, accounts, and employees by showing key details such as balance and last activity date. This review makes it easy to identify inactive or unused records and keep your accounting lists clean and accurate.

If the review point is not already added:

1. Click New

2. Click Task/Review Point and select Review List from the library

3. Click Add

If it is already added, simply click on the review point to open it.

When you open the Review List:

· You can switch between vendors, customers, accounts, and employees

· Each list displays key information such as:

o Name

o Balance

o Last entry (activity) date

· Records with no transactions or no activity for a long period stand out for review

If an item appears inactive (for example, no activity for 6 or 12 months), it may be a candidate for cleanup.

Based on what you see in the list, you can:

· Review inactive or unused vendors, customers, accounts, or employees

· Confirm whether they are still required

· Mark unused records as Inactive directly from the review

· Perform regular cleanups (monthly, quarterly, or annually)

Open the Review List review point and select the list you want to review, such as Vendors, Customers, Accounts, or Employees.

· Review the Last Entry Date to spot records with no recent activity

· Identify records with no transactions at all

· Use your internal policy (for example, no activity for 6 or 12 months) to decide what should be cleaned up

· Select one or more inactive records

· Click Make Inactive

· The selected records will be inactivated in your accounting software (QuickBooks or Xero)

This helps prevent outdated or unused names from being selected in future transactions.