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October 8, 2022
Question

How can we remove clients or incorrect entry?

  • October 8, 2022
  • 1 reply
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Original commenter did not share additional details

1 reply

October 9, 2022

Hello there, @optimumphi@gmail.

 

I'd like to share some steps.

 

When you remove a client, they will have read-only access to their account. They'll have to subscribe so it will become active again. 

 

Here's how:

  1. Go to the Gear icon ⚙.
  2. Choose Subscriptions & Billing.
  3. Select any clients you want to remove.
  4. From the Batch Actions ▼dropdown, select Transfer billing to the client.
  5. Click Remove.

I'd suggest visiting this website: Manage Clients with Wholesale and Direct Billing. In this link you'll learn more about adding, removing, and transferring clients in and out of wholesale Billing. 

 

If this is a client added in the Customers page, you can delete them by following the steps in this link: Add and manage customers in QuickBooks Online.

 

Please leave a reply below if you're looking for something else. We're always around to help you out. Have a great day!