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July 3, 2022
Question

How do I remove customers from my account?

  • July 3, 2022
  • 1 reply
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1 reply

JenoP
July 3, 2022

I'd be glad to help with your question about managing customers in QBO, oddmarksjobs-hot.

 

You can change the status of the customer to inactive to remove them from lists and menus. Please take note that even if a customer is inactive, all their transactions will still be available on reports.

 

Aside from that, if you delete a parent customer, you also delete their sub-customers. But, if the customer has a project attached, it can't be made inactive. To make the customer inactive, delete any projects attached to the customer. 

 

Let me share these steps with you: 

 

  1. Go to the Customers and leads menu and leads menu and proceed to the Customers tab.
  2. Look for the name of the customer that you want to remove and click on it.
  3. Click the drop-down list beside Edit.
  4. Select Make inactive and choose Yes, make inactive to confirm.

 

 

 

You can also read more details about this here: Add and Manage Customers in QuickBooks Online


Don't hesitate to post updates and let me know if you're able to remove the customers from your account. The QuickBooks team is always ready to join you again in the forum if you need anything else.