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Experienced Member

How do I delete a client if permanently delete is not showing up in the clients drop down menu?

 
6 Comments
QuickBooks Team

Re: How do I delete a client if permanently delete is not showing up in the clients drop down menu?

I'd be glad to share with you information before deleting a client, jeremyvavra.

 

Here are the things that you should consider before deleting a client. 

  • If your client is tied to Wholesale Billing, then it cannot be deleted. This client can only be made inactive.
  • If the Accountant is also the Master Administration of the client company, it cannot be deleted.
  • A client cannot be deleted if client's record doesn't contain an email address. You need to Edit client, populate the Email field and Save the changes. Then try again.

You can now delete your client from the Clients list. 

 

Let me know if you have additional questions. I'll be happy to help.

Experienced Member

Re: How do I delete a client if permanently delete is not showing up in the clients drop down menu?

The client has no subscriptions, so no wholesale billing, no books in QB, and I put in an email address... still delete is not showing up

QuickBooks Team

Re: How do I delete a client if permanently delete is not showing up in the clients drop down menu?

Thanks for getting back to me, jeremyvavra.

 

Let me provide you additional information regarding on deleting your client on your client list. I tried it here in my end, we are unable to delete your client. We can only make them inactive.

 

In order for them to be removed completely to your list, you need to reach out to your client, and let them remove you as an accountant. In that way, you'll no longer see them listed on your clients list.

 

You can always reach back to me. I'll make sure to help if you have additional concerns.

 

 

 

Experienced Member

Re: How do I delete a client if permanently delete is not showing up in the clients drop down menu?

Thank you for looking into that for me. 

I created the client for testing/ learning the software. Other software that I have been learning allows for creating and deleting clients/suppliers/ employees as long as there are no invoices or payroll attached, I thought this may be the same. 

But if there is no QB subscription attached to the client, how would a client let go of an accountant?

QuickBooks Team

Re: How do I delete a client if permanently delete is not showing up in the clients drop down menu?

Thanks for your prompt reply, jeremyvavra.

 

Currently, we are unable to delete a client to your Clients list. We can only make them inactive. I'll be sure to pass on this feedback to our developers. Who knows, they might consider this in their future updates.

 

You can check out this article for your reference: How to change a client’s status in QuickBooks Online Accountant.

 

Let me know if you need more help.

Experienced Member

Re: How do I delete a client if permanently delete is not showing up in the clients drop down menu?

Thank you for your help anyway. 

I will make it inactive again. Hopefully the developers do consider it. 

 

thank you again