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davidjeastman
Level 1

How to Delete a customer in QB Online

Is there a way to Delete a customer in QB Online instead of making them "Inactive"?

Solved
Best answer September 06, 2020

Best Answers
gayatriluthfias20
Level 6

How to Delete a customer in QB Online

Hi @davidjeastman , i got your concern.

 

No, you just make it inactive for deleting customer. As a workaround you could change the old customer to new customer then reactive it or just change the customer name with "no customer" etc. 

 

Glad to assist you.

View solution in original post

4 Comments
gayatriluthfias20
Level 6

How to Delete a customer in QB Online

Hi @davidjeastman , i got your concern.

 

No, you just make it inactive for deleting customer. As a workaround you could change the old customer to new customer then reactive it or just change the customer name with "no customer" etc. 

 

Glad to assist you.

View solution in original post

davidjeastman
Level 1

How to Delete a customer in QB Online

Thanks!

gstaskal
Level 1

How to Delete a customer in QB Online

If you make them inactive, will we still be charged the monthly fee?  Can we re-activate later?

Joesem M
QuickBooks Team

How to Delete a customer in QB Online

Hello there, @szslk.

 

I'll be glad to share information about the monthly fee charged and how to re-active customers in QuickBooks.

 

Once you make your customer inactive, you'll still be charged since the subscription is a fixed amount every month for QuickBooks Online.

 

Yes, you can still re-activate your customer in case you want them to be active again. Let me guide you how:

 

  1. Go to the Sales menu, then select Customers.
  2. Above the Action column, click the small gear icon ⚙, then check Include inactive.
  3. Locate the customer and in the Action column, select Make Active.

I've included screenshots on how to make a customer Inactive and Active again for visual references.

Joesem Molat1.JPG Joesem Molat1.JPG Joesem Molat1.JPG Joesem Molat1.JPG

Also, before making a customer inactive, take note that the customer is removed from the Customers area, reporting options, and any other place where customers are listed.

 

For more details, you can check out this article: Make a customer inactive and then active.

 

I'm also including these articles that can help you manage your customers.  It also contains steps on how to customize your customers page, run report, merge duplicate customers, etc.

 

 

I'm always here if you still have questions about your customers. Take care and have a wonderful day!

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