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NickA55
October 4, 2020
Solved

In QB Self Employed, how do you delete or edit a client in the new Time beta? I'm able to add a client, but I don't see a way to edit or delete a client.

  • October 4, 2020
  • 1 reply
  • 0 views
Original commenter did not share additional details
Best answer by Ryan_M

Hi @NickA55,

 

Thank you for your prompt reply. I'll take care of this query for you.

 

Since the Time feature is currently in beta, the estimated time as to when improvements will be added aren't available yet. Rest assured, our product developers are working to have these improvements rolled out as soon as possible. 

 

There isn't an option to reset from scratch as well. I suggest you cancel your QuickBooks Self-Employed subscription, then resubscribe to correct the issue. 

 

In case you missed it, you can also visit this page: The QuickBooks Blog. Each month, new features, as well as improvements, are listed here. They also come with a short description so you can become familiar with the features mentioned. 

 

Feel free to utilize the comments section below if you have other concerns. I'll get back to you as soon as I can. 

1 reply

M
Mark_R
October 4, 2020

Deleting or editing a client from the new Time beta feature is my priority, @NickA55. 

 

At this time, QuickBooks Self-Employed (QBSE) only allows you to delete or edit a time entry. Thus, deleting or editing client info in the Time feature isn't available.

 

As a workaround, you can consider deleting the time entry and adding a new client to recreate a new time entry. Here's how:

 

  1. In your QBSE account, click the Time menu.
  2. From the Time entry list, select Delete from the drop-down beside Edit.
  3. Then, create a new time entry by adding a new client.
  4. Fill out the necessary information.
  5. Click Start.
  6. Once the time ends, click Stop and save.

For now, you can visit our blog site so you'll be able to get the latest news about QuickBooks and what our Product Care Team is working on. 

 

Please know you can continue to reach me here with any additional questions. Thanks for coming to the Community, wishing you continued success.

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NickA55Author
October 5, 2020

Is there a time frame when I might be able to edit or delete a client?  We have the ability to add a client, it isn't that difficult to add edit/delete functionality.

 

I understand this is in beta, but you realize this is basic functionality.  So if I misspelled a clients name, I have to have two clients with a similar name in the dropdown to choose from.  You understand how confusing that would be right?

 

I just signed up for QB SE a day ago.  Is there a way to delete all my info and get a fresh start?  Or do I have to cancel the subscription and start over (or just find another solution all together).

 

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Ryan_MAnswer
October 5, 2020

Hi @NickA55,

 

Thank you for your prompt reply. I'll take care of this query for you.

 

Since the Time feature is currently in beta, the estimated time as to when improvements will be added aren't available yet. Rest assured, our product developers are working to have these improvements rolled out as soon as possible. 

 

There isn't an option to reset from scratch as well. I suggest you cancel your QuickBooks Self-Employed subscription, then resubscribe to correct the issue. 

 

In case you missed it, you can also visit this page: The QuickBooks Blog. Each month, new features, as well as improvements, are listed here. They also come with a short description so you can become familiar with the features mentioned. 

 

Feel free to utilize the comments section below if you have other concerns. I'll get back to you as soon as I can. 

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