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Bravura
October 17, 2023
Question

Accountant - Delete Client

  • October 17, 2023
  • 1 reply
  • 0 views

I need to remove a client from my firm's client list. 

 

SO FAR: 

I created a client called "WTO" to bill time activity. 

Months later, client decided to add me as "Accountant" on their subscription. 

Now I have "WTO" and "WTO-1" in my client list.

"WTO-1" has the QB icon showing the subscription type. 

 

When attempting to use "Merge duplicate clients" 

"WTO-1" is available to be checked as "Target Client" 

WTO is NOT available on the next page drop down menu

 

My goal is to ONLY have WTO-1 on my client list. 

TIA for any suggestions. 

1 reply

L
LeizylM
October 17, 2023

I understand the importance of removing a client from your firm's client list. I'm here to share insights about this, Bravura. 

 

The merge duplicate feature allows you to combine clients with QuickBooks Online subscriptions and those without. The client with the subscription is referred to as the target, while the client without a subscription is considered the match.
 

If there is only one client with a subscription, you have the option to select the name of the duplicate client you want to remove from the Matched Client Name drop-down list. 

 

However, if the option is not available, we can perform some troubleshooting steps to fix this. There are times when the browser is full of frequently accessed page resources, which causes some errors or unusual responses. 

 

Let's start accessing your account using a different or private browser. You can use either of these shortcut keys:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

Once logged in, try to merge duplicate clients. If it works, I recommend clearing your browser's cache. Doing so will remove the historical data and access QuickBooks with a clean slate. You can also switch to a different supported browser.

 

If you want to track and manage your clients, you can review these articles moving forward:

 

 

I'm always looking forward to assisting you in the future. Don't hesitate to visit us again if there is anything else you need to ask with any QuickBooks-related concerns. Have a good one!

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