QuickBooks is an advanced finance and account management application with the integration of various features. It helps you with creating invoices, managing your customers and transactions easily. However, deleting a customer in QuickBooks is a detailed process and has to be done clearly to maintain and organize your customer database properly. However, sometimes users get confused when they try to delete customer in QuickBooks. That is why we have tried to create this blog for you.
The blog given here will guide you through the process of deleting customers in QuickBooks online as well as Desktop, so go through it.
Want to remove a customer in QuickBooks but don’t know the process? Call us at the +1-(855)-955-1942 and get the required help immediately.
How Can You Find Inactive Customers in QB Online Before Deleting Them?
Before you decide to delete a customer, it is important to keep track of all the inactive customers. The steps given below will give you a detailed guide to finding a customer that is inactive in your QB Online.
For this, go to the Get Paid & Pay or the Sales tab and click on Customers.
Then, click on the Settings section present in the Action column.
Now, choose the Include inactive option from the drop-down menu.
After that, find the inactive customers that you want to make active again or delete them.
So to make them active, click on the Make Active option in the Action column and reactivate it.
And if you want to delete it, then follow the steps given below to delete them.
How Can I Delete Customer in QuickBooks Desktop?
To remove any customer with no trace in QB Desktop, follow the steps gien below:
Just click and open the QB application.
Then, go to the Customer Center and click on Customer and Jobs.
After that, you will get a list of customers that you have in QB.
Now, choose the customer that you wish to remove and click on Edit.
Then, click on the Delete Customer Job option.
This previous step will remove the customers you had selected.
Repeat the same process for the number of times you want to delete different customers.
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How Can I Delete A Customer in QuickBooks Online?
To delete a customer in QB Online completely, follow the steps given below:
In the first step, open the QB customer menu.
Then from the drop-down menu, click on the Customer Center option.
After that, click on Customers & Jobs and click on the customer’s name that you want to delete.
Then, go to the Edit menu and click the Delete Customer: Job section and repeat the process to delete all the customers you want to.
This way, you can delete n numbers of customers in QuickBooks and organize your customer database easily.
To Sum Up!!
Hopefully, the above-mentioned steps are easy for you to follow, and you can now delete customer in QuickBooks Online and Desktop easily. However, if you get stuck somewhere and don’t know to proceed further, then place a call at +1-(855)-955-1942 and get help from our team.
Frequently Asked Questions
Q1: Can I permanently delete a customer in QuickBooks?
A1: Yes, QuickBooks allows you to delete or make a customer inactive. If you delete them, their profile is removed from your active list, but their past transactions will remain in reports for historical accuracy.
Q2: What’s the difference between deleting and making a customer inactive?
A2: Deleting removes the customer from your active customer list, but inactive status hides them while retaining their profile for future reactivation. Deleting is final, while inactivation is reversible.
Q3: How do I delete a customer in QuickBooks Online?
A3: Go to the Sales menu, select Customers, find the customer’s name, click the drop-down menu, and choose Make Inactive. For permanent deletion, confirm the action when prompted.
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Q4: Why can’t I delete a customer in QuickBooks?
A4: If the customer has linked transactions (invoices, payments, or credits), QuickBooks prevents full deletion to protect your accounting records. You may only mark them inactive in such cases.
Q5: Will deleting a customer affect my reports?
A5: No, deleting or inactivating a customer won’t remove historical transaction data from your reports. QuickBooks preserves past records to keep financial data accurate.
Q6: Can I restore a deleted customer in QuickBooks?
A6: If you’ve only made the customer inactive, you can restore them by going to your Customers list, filtering by inactive, and marking them active again. Permanent deletion, however, can’t be reversed.
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