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terric2
December 29, 2023
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When submitting an invoice, is it possible to delete outdated customer contacts from the dropdown customer list?

  • December 29, 2023
  • 1 reply
  • 0 views
I'd like to clean up the customer list that appears when creating an invoice because there are duplicates or old contacts. I don't see an option to delete them.
Best answer by Rubielyn_J

 

Welcome to the Community page, @terric2.

 

I see the relevance of deleting outdated customers in your QuickBooks Self-Employed account. This is a valuable consideration, and I'm here to discuss how we can address this to enhance our service. 

 

As of now, the option to remove customers in QBSE is unavailable. To ensure it receives attention from our product engineers, I suggest using the feedback option, enabling us to enhance the program's features accordingly.

 

Here's how:

 

  1. Log in to your QBSE account.
  2. Proceed to the Invoices tab.
  3. Click the Create Invoice button.
  4. Choose the Feedback option at the upper right side of your screen. 

 

You may also find it beneficial to review this article, which provides detailed guidance on how to accurately record sales income and expenses within the system: Adding transactions in QuickBooks Self-Employed. 

 

If you have any further thoughts or queries about deleting customers, please don't hesitate to reach out. We're here to listen and collaborate with you to enhance your experience with us.

1 reply

Rubielyn_J
Rubielyn_JAnswer
December 29, 2023

 

Welcome to the Community page, @terric2.

 

I see the relevance of deleting outdated customers in your QuickBooks Self-Employed account. This is a valuable consideration, and I'm here to discuss how we can address this to enhance our service. 

 

As of now, the option to remove customers in QBSE is unavailable. To ensure it receives attention from our product engineers, I suggest using the feedback option, enabling us to enhance the program's features accordingly.

 

Here's how:

 

  1. Log in to your QBSE account.
  2. Proceed to the Invoices tab.
  3. Click the Create Invoice button.
  4. Choose the Feedback option at the upper right side of your screen. 

 

You may also find it beneficial to review this article, which provides detailed guidance on how to accurately record sales income and expenses within the system: Adding transactions in QuickBooks Self-Employed. 

 

If you have any further thoughts or queries about deleting customers, please don't hesitate to reach out. We're here to listen and collaborate with you to enhance your experience with us.

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