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March 26, 2023
Question

How do I delete a personal tax client? I have read the QBO help but I do not have the option to "permanently delete" a client in my Client Actions. QBO created wrong.

  • March 26, 2023
  • 1 reply
  • 0 views
QBO created the client incorrectly when I tried to link a spouse.  It created the client as a business client (no option given to do otherwise) and now will not link them.  I need to delete it and create as an individual, not a self-employed T1.

1 reply

March 27, 2023

Hey there kellyannetuohey,

 

It's always a pleasure to see new faces in the Community, Welcome! QuickBooks Online is a great tool able to help keep your books balanced. I would be happy to provide some information.

 

Being able to manage clients without running into any issues is important. Here is a helpful guide that will show you how to Manage clients in QuickBooks Online Accountant. In addition, you'll also need to make sure your spouse is not using the same email address as your firm.  Once you've removed them from the client list, you should be able to send an accountant invite from your books. If you require further assistance, I recommend reaching out to our support team outside of the Community. They'll be able to verify your account details in a secure setting, as well as view your screen to guide you on the right track. You can reach them by following one of these methods:

 

Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.
Social Media: Facebook and Twitter

 

If you have any other questions, feel free to reach out here.