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Hello, Dave! It's nice to have you back in the Community. Keeping your customer data updated is a smart move to manage your business effectively. I'm here to assist you in removing a customer from your list, so you can concentrate on maximizing your revenue.
You'll have to make the customer inactive in order to remove them from the list. QuickBooks will label them as "deleted", hides them from lists and menus, but leaves their existing transactions available in reports. Follow these steps to complete the process:
- Go to Customers and goals and select Customers.
- Choose the customer's name to open their profile.
- Click the dropdown next to Edit.
- Pick Make inactive, then hit Yes, make inactive to confirm.
Once you're all set, create and manage invoices for your customers to track sales, monitor income, and gain insight into your business's financial health.
I'm glad I was able to assist you today, Dave. You can always return here by commenting below if you have clarifications or questions about managing customers in QuickBooks. I'll make sure to respond as soon as possible. Wishing you productive and successful business operations!
