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November 21, 2019
Question

How I cane remove customer template?

  • November 21, 2019
  • 1 reply
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1 reply

November 21, 2019

Hi there,

 

QuickBooks Online makes it easy to remove customer templates and I'll show you how. Here are the steps you'll need to follow:

 

  1. Select the Gear icon on the Toolbar, then Recurring Transactions.
  2. Choose the transaction or template you want to delete.
  3. Under the Action column, select the Edit drop-down, then Delete.                    

Try out these steps and let me know how you make out. I'll be here if you need anything else. :)