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May 21, 2020
Question

I have a customer that I am trying to make inactive. "This customer cannot be deleted because it is used on a recurring template." I cannot find any recurring template

  • May 21, 2020
  • 1 reply
  • 3 views
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1 reply

Level 4
May 21, 2020

Hello there, @kathy37.

 

You can delete the recurring template in QuickBooks through the Recurring Transaction lists.

 

Here's how:

  1. Go to the Gear ⚙️ icon.
  2. Under Lists, choose Recurring Transactions.
  3. Highlight the template you would like to use.
  4. In the Action drop-down arrow, choose Delete.
  5. Click Yes.

You can also check out this article for more guidance on how to Remove recurring transactions or templates.

 

For future reference, you may also check this article on how to delete an account and restore it.

 

Stay in touch if there's anything that I can help you with by leaving a comment below. Have a wonderful day!