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Delete customers in QuickBooks Online

by Intuit3 Updated 1 month ago

Delete customers you no longer do business with to keep your lists easy to review. This labels them “inactive” and hides them from lists and menus in QuickBooks Online, but leaves their existing transactions available in reports.

To remove a customer, you can make them inactive which hides them from lists and menus. Even if a customer is inactive, all their transactions will still be available on reports.

Important: If you delete a parent customer, you also delete their sub-customers. But customers with a project attached can't be made inactive. To make the customer inactive, delete any projects attached to the customer.

Delete one customer at a time

  1. Go to Sales and select Customers (Take me there).
  2. Select the customer's name to open their profile.
  3. Select the dropdown ▼ next to Edit.
  4. Select Make inactive, then select Yes, make inactive to confirm.

Note: If you see a transaction for an inactive customer, it displays as 'Name (deleted)'.

Delete multiple customers at once

  1. Go to Sales and select Customers (Take me there).
  2. Select the checkbox next to each customer you want to make inactive.
  3. In the Batch actions ▼ dropdown, select Make inactive.
  4. Select Yes to confirm.

Make a customer active again

  1. Go to Sales and select Customers (Take me there).
  2. Select the Settings ⚙ icon above the Action column.
  3. Select the Include inactive checkbox.
  4. Look for the inactive customer on the list.
  5. In the Action column, select Make active.

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