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Delete customers in QuickBooks

by Intuit•22• Updated 2 weeks 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, but leaves their existing transactions available in reports.

Note: This article is for customers using QuickBooks Online (Advanced, Essentials, Plus, and Simple Start) and Sole Trader.

Delete one customer at a time

Follow this link to complete the steps in product

Note: For QuickBooks Sole Trader, go to Customers and goals and select Customers.

Select the customer's name to open their profile.
Select the dropdown ▼ next to Edit.
Select Make inactive, then select Yes, make inactive to confirm.

Delete multiple customers at once

Follow this link to complete the steps in product

Note: For QuickBooks Sole Trader, go to Customers and goals and select Customers.

Select the checkbox next to each customer you want to make inactive.
In the Batch actions ▼ dropdown, select Make inactive.
Select Yes to confirm.

Make a customer active again

Deleted customers are hidden in your lists, but not entirely erased from QuickBooks. Make a customer active to restore them.

Follow this link to complete the steps in product

Note: For QuickBooks Sole Trader, go to Customers and goals and select Customers.

Select the Settings ⚙ icon above the action column.
Select the Include inactive checkbox.
Look for the inactive customer on the list.
In the Action column of your customer list, select Make active.

Delete customers in QuickBooks

by Intuit•22• Updated 2 weeks ago

Delete one customer at a time

Delete multiple customers at once

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