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QBO Pro Advisor - How do I disassociate a client ? Thx, Roger

 
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QuickBooks Team

Re: QBO Pro Advisor - How do I disassociate a client ? Thx, Roger

I'll walk you through on how to delete a client, Roger.

 

Here's how:

  1. In the clients list name column, open the client's name link.
  2. Click the Edit client drop-down arrow, then choose Delete permanently.
  3. A confirmation prompt will appear, just choose Yes

I've got you an article for future reference: How to change a client’s status in QuickBooks Online Accountant.

 

Feel free to let us know if you have more questions.