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grahamskinner77
Level 1

How do I make a customer on sole trader app inactive please?

 
1 REPLY 1
MoiraskyeT
QuickBooks Team

How do I make a customer on sole trader app inactive please?

Hi there, @grahamskinner77.

 

The QuickBooks Online Sole Trader app does not have the feature to make customers inactive.

 

To do this, we can open a web browser, go to the customer's profile, and set their status to inactive.

 

Here's how you can do it:

 

  1. Sign in to your account.
  2. Go to the Customers and Goals section, then click Customers.
  3. Choose the customer you want to make inactive.
  4. In the arrow drop-down, select Make inactive button.
  5. When the message "Are you sure you want to make your *your customer's name* inactive?" appears, click Yes, make inactive.


 

Please respond to this post if you have additional concerns related to QuickBooks.

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