I can see you need a faster way to export customers and vendors from QuickBooks Desktop to QuickBooks Online, @DS127. I'll answer your concerns one by one, and give you additional supplemental details regarding this topic in QuickBooks Desktop.
Firstly, there isn't an option to delete customers through batch action in QuickBooks Desktop. What we can do is to inactive them as well as the customer's job.
Secondly, to successfully delete the inactivated customers and vendors, we can export them via CSV file, and manually delete the inactive customers.
Here's how:
1. Open the Customer/Vendor Center.
2. Select the Excel drop-down, then choose:
- Export Customer/Vendor list if you want to export customer/vendor data such as name, balances, and contact information.
- Export Transactions if you want to export transactions (either by name or transaction type).
3. In the Export window, choose Create a comma-separated values (.csv) file.
4. Select Export.
5. Assign a file name, then choose the location where you want to save the file.
6. Locate, open, and edit the file as needed.
Third, I also noticed that when you inactivate your customers and vendors and customers' jobs, all the inactive ones aren't included in exported items. I'll share this article for more information about export and importing topics: Import and export data in QuickBooks Desktop.
Moreover, if you want to know what items can be moved from QuickBooks Desktop to QuickBooks Online, see this page for your guide: Learn how features and data move from QuickBooks Desktop to QuickBooks Online.
Plus, you can refer to this article on importing customers in QuickBooks Online: Move your lists to QuickBooks Online.
I'm still here to guide you further with your customers and vendor-related concerns. Freely add them below.
