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Best answer September 15, 2021
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Hello, Brandy.
I have a couple of options to help you delete the personal contacts (and other customer profiles) from your QuickBooks Online account.
You can inactivate those customers so you can start all over again. Here's how to do it:
- Go to Sales, then click the Customers tab.
- Check the customers (the personal contacts) you want to remove
- Click the Batch actions button.
- Select Make inactive.
Take note that this will just inactivate the customers. They won't be completely removed from the system. However, they won't be used when creating transactions.
Alternatively, you can purge your company file if you want to completely start over again. This works if you're under the Essentials, Plus, or Advanced plan and with less than 60 days old subscription.
You can check this article for the steps and details: Delete your data and start over in QuickBooks Online.
Ready to invoice your customers after removing the personal contacts? Check out this article for a guide: Create invoices in QuickBooks Online.
Do you need to take care of your customers and other transactions? Please let me know what you need to accomplish, and I'll gladly help you out again. I'll see you again soon.
Hello, Brandy.
I have a couple of options to help you delete the personal contacts (and other customer profiles) from your QuickBooks Online account.
You can inactivate those customers so you can start all over again. Here's how to do it:
- Go to Sales, then click the Customers tab.
- Check the customers (the personal contacts) you want to remove
- Click the Batch actions button.
- Select Make inactive.
Take note that this will just inactivate the customers. They won't be completely removed from the system. However, they won't be used when creating transactions.
Alternatively, you can purge your company file if you want to completely start over again. This works if you're under the Essentials, Plus, or Advanced plan and with less than 60 days old subscription.
You can check this article for the steps and details: Delete your data and start over in QuickBooks Online.
Ready to invoice your customers after removing the personal contacts? Check out this article for a guide: Create invoices in QuickBooks Online.
Do you need to take care of your customers and other transactions? Please let me know what you need to accomplish, and I'll gladly help you out again. I'll see you again soon.
