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March 31, 2020
Question

Hi there i am looking for how to delete a "customer" and there "payment information/invoices" etc completely? doesn't seem to easy.

  • March 31, 2020
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1 reply

AddieC
March 31, 2020

Hi there, 


Having control over your bookkeeping information is so important. The ability to remove customers who are no longer active is vital in order to organize and tidy your account. I'd be happy to explain how this is done in QuickBooks Online.

 

Rather than permanently deleting a customer, the system will allow you to make a customer inactive. This is not a complete removal of their information, as you will still see their previous activity with your company in reports and their transactions will still be available for access. If you have transactions using the deleted customer, it will say Name (deleted), with the name of the inactive customer.

 

Here's how to make a customer inactive: 

  1. Go to Sales, then select Customers.
  2. Find the customer and in the Action column select Make inactive.
  3. Select Yes to confirm the request.

I recommend reaching out to an accountant for advice as to whether or not you should remove prior transaction history for your now inactive customer. You may need to keep them for reporting purposes.

 

If you're not already connected to an accountant, you can find one in your area here: Find a ProAdvisor

 

If your accountant advises you to delete the existing invoices for your customer, you can do so by clicking the Sales tab on the left navigation menu, then click All Sales. From there, you'll have to delete their payments first, then the corresponding invoices. Simply open the transaction you'd like to delete, click More at the bottom of the page, then select Delete

 

I hope this helps get you back on track. If you need any further assistance, please don't hesitate to reach out to our tech support team


Cheers.