How do you delete a customer?

Welcome to the Community, riverdalegutters.

Let me show you how to manage your customers in QuickBooks Online (QBO).

We can make a customer inactive to remove them from lists and menus. All transactions linked with that customer remain on reports even if they are inactive.

Here's how:

1. Go to ​Get paid & pay or Sales, then Customers.
2. Select the customer's name to open their profile.
3. Click on Edit.
4. Select Make inactive and Yes to confirm.

I've added this article for more details in managing customers: Add and manage customers in QuickBooks Online.

You can also use this link to update any information about your customers: Edit customer information.

Please leave another comment if you still need assistance. I'll be here to check on your response. Have a great day!

To delete a customer in QuickBooks desktop and keep all of your transaction data on the books, follow these steps:

• Create a generic customer that will be used for retaining transaction data. I named mine, A DELETED CUSTOMER.
• Navigate to the customers Center in QuickBooks and open the profile of the customer you wish to delete.
• Change the CUSTOMER NAME so that it exactly matches the name of your generic customer.
• Click the OK button at the bottom of the edit customer window and QuickBooks will ask if you'd like to merge the two names into one profile.
• Follow the screen prompts to tell QuickBooks that you want to merge them.

That's all there is to it. The customer that you do not want in QuickBooks will be gone but their transaction data will remain.

If you are given the option, please select this answer as the best answer or solution.