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March 8, 2024
Question

How do I delete a client

  • March 8, 2024
  • 1 reply
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1 reply

March 8, 2024

Hello there, Jj! Let me share with you some insights on how to remove clients from QuickBooks Online.

 

Ideally, If you have seasonal clients or ones you don’t work with often, make their profiles inactive in QuickBooks Online (QBO). Inactive clients won’t appear on your list of clients, but QuickBooks holds onto all their info.

 

To make a client inactive, you can follow these steps:

 

  1. In QuickBooks Online Accountant, go to the Clients menu.
  2. Find the client.
  3. Select the Edit client ▼ dropdown and then Make inactive.

 

Moreover, you may follow the detailed instructions in this article: Manage clients in QuickBooks Online Accountant.

 

For additional insights and information, you may find it helpful to check out these articles:

 

 

Feel free to comment below for further assistance or more questions about client management-related concerns in QuickBooks Online. I'm sure to help anytime. Have a great day!