Can’t delete or edit client info

Hi professional-adu!

We can only inactivate client profiles. If they have transactions, they will still reflect on your reports even if their profile is 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.

Other users will delete the client transactions and replace the customer information with new customer data. However, deleting transactions will have a huge impact on reports and taxes. I'm just curious though why do you want to delete your client's info?

We're just around to shed more light on this. Please don't hesitate to reach back out. Have a good day!