Question

permenantly delete a vendor

Forum|Forum|2 years ago
January 18, 2024
1 reply
101 views

I have not started running my business yet, I'm just setting up a few things in QBO.

One of these things was importing the Customer and vendor Excel files that I needed.

I was able to successfully import and make needed modification for the Customers file.

But for the Vendors, I ran into an issue where QBO hung up and after 30min, I just refreshed it.

But there are some entries missing and some entries are not quite right.

All I want to do is to permanently delete all the vendor entries that were somehow added into my account during the improper attempt. And then retry with a cleaner version of the vendor Excel file.

I don't want to make these existing Vendor entries inactive - I actually want to delete them completely and start over. How can I do this ?

QuickBooks Online

JenoP

QuickBooks Team

Welcome to the QuickBooks Community, GDM24! I'm so glad you decided to join us here as a new QuickBooks Online user.

Asking key questions upfront is definitely the way to go, so you made the right call reaching out about deleting vendors. I want to make sure you get started on the best footing when setting up your QBO account.

When you delete a list element such as a vendor, customer, or account, there is no option to permanently remove them from the system. Instead, they are deactivated and become inactive. By making a vendor inactive, you effectively remove them from your active vendor list.

However, there's an option to completely delete all of your data and start fresh in QuickBooks Online using the Purge Data function. However, this can only be done if your company file is less than 60 days old.

Keep in mind that this will delete your entire QuickBooks file, including the vendor list. It does not have an option to selectively removing only certain list items like a single vendor.

If you're considering using this feature, we recommend reading this article that explains more about purging data and how it works: Delete Your Data And Start Over In QuickBooks Online.

For additional guidance when managing vendor-related transactions, I'll share these articles as well:

Please don't hesitate to come back to the Community if you need anything else related to managing vendors, running reports, or any other questions as you continue setting up your new QBO account, GDM24. We're always here to guide new users and make sure you have a great experience with QuickBooks Online.

G

GDM24Author

Hi, thank you for the response.

The business is less than 60 days old, but I don't want to purge data as described.

So I have tried again to import vendors (there are about 300).

And once again, QBO hangs after it successfully maps the fields and I click Next (or Import I don't recall).

Last time I refreshed the page, but again, it does not do a faithful job in moving over all vendors and their data (probably because I forced it to stop).

Could I request an online support person to login to my account to take a look at the issue ?

I'd like this to -not- be the free first time free guide setup, because I'd like to use that for other questions/inquiries about QBO in general.

C

Carneil_C

Level 6

I appreciate your reply, @GDM24.

I'll add additional insights into managing your vendors in QuickBooks Online.

Sometimes, large data files can cause performance issues. Thus, it might be why your QBO hangs after importing and mapping them. Instead of importing those 300 vendors at once, you'll want to try importing them in smaller batches.

If the issue persists, you'll want to get connected with one of our Customer Support team to look at this issue further. Here's how:

Go to Help (?), then click Search.
Select Contact Us.
Please enter your question and tap Continue.
Choose a way to connect with a live support agent: Have us call you or Chat with us.

They have the tools to investigate this matter and find a possible resolution. Just ensure to reach them during their available hours when contacting our support so they can address your concerns promptly.

In addition, you’ll want to pull up some reports that can give you a snapshot of your business, specifically your vendors, and personalize them to modify the information according to your needs. Feel free to visit these helpful resources:

Let me know how else I can help you with other QBO-related tasks. I'm here to lend a helping hand. Keep safe always.

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