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Level 1

Customers added in my own books show up as clients on my client list

I am using QBO Accountant and working on my own books, not any client.  I have added a few 'customers' for non-client related deposits I received into my personal bank accounts.  These 'customers' now show up as Clients on my client list.  When I hit 'Edit', there is no option to delete, just an option to 'make inactive'.

Two questions:  1.  How do I permanently delete these 'customers' off my client list, not just make them inactive, and 2.  How do I stop this from happening?

 

Thank you,

Masha G.

1 Comment
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QuickBooks Team

Customers added in my own books show up as clients on my client list

Thanks for visiting the Community, @MAU. To answer your questions, you can only make a customer inactive in QuickBooks Online Accountant. Once inactive, the customer will no longer show up in your list of customers.

 

Also, it seems like the inactive customers are added on the client's list, which is why it shows up as a client. Let's take them out by unchecking the Include inactive box. Here's how: 

 

  1. Click the Clients menu.
  2. Click the Gear icon above the ACTION column.
  3. Uncheck the Include inactive box. 

 

For additional reference, read through this article to help you learn about how to manage your customer list.

 

Let me know if you have any follow-ups or other questions. I'm always here to help. Be safe.

 

 

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