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ld-kore
Level 2

Recurring Transactions

I have some some customers that I would like to make inactive. However, there are recurring transactions, currently paused, associated with these particular customers. I would like to know if I delete the recurring transactions for these customers, will all the historical data be deleted as well.

 

Any and all assistance is appreciated.

Thank you

Solved
Best answer January 31, 2022

Best Answers
MonicaM3
Moderator

Recurring Transactions

Hi @ld-kore.

 

Changing or deleting information in your QuickBooks Online won't affect your historical data as far as transactions, invoices, and expenses go.

 

Once you delete the recurring transaction template you can then delete(inactivate) the customer. You'll always be able to view any inactive customers by simply selecting "view inactive" in the customer list.

 

Check out this resource for additional details: How to edit, delete, and restore lists

 

Simply as that!  I'll be around if you have any additional questions. Don't hesitate to ask.

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1 Comment 1
MonicaM3
Moderator

Recurring Transactions

Hi @ld-kore.

 

Changing or deleting information in your QuickBooks Online won't affect your historical data as far as transactions, invoices, and expenses go.

 

Once you delete the recurring transaction template you can then delete(inactivate) the customer. You'll always be able to view any inactive customers by simply selecting "view inactive" in the customer list.

 

Check out this resource for additional details: How to edit, delete, and restore lists

 

Simply as that!  I'll be around if you have any additional questions. Don't hesitate to ask.

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