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olivarria-couts-
Level 1

Customer upload has false information, need to delete all customers and re-upload customers. How to delete all customers?

 
3 Comments 3
KlentB
Moderator

Customer upload has false information, need to delete all customers and re-upload customers. How to delete all customers?

I can help you with that, olivarria-couts-.

 

We can use the Batch actions feature to delete/deactivate all your customer at once. Let me show you how:

 

  1. Select Sales from the sidebar menu.
  2. Go to the Customers tab.
  3. Select the customers you want to delete.
  4. Click the Batch actions drop-down, menu then choose Make inactive.

Once you're done editing the information, please follow these simple steps to import your customers:

 

  1. Select Sales from the sidebar menu, then go to the Customers tab.
  2. Choose Import customers from the drop-down arrow.
  3. Click Browse, then find and select the Excel file.
  4. Select Open, then click Next to continue.
  5. Map your data and select Next.
  6. Adjust your data if necessary, then hit Import.

With QuickBooks Online, we can also import customer or vendor contacts from your Outlook or Gmail account.

 

Do you have any other questions in mind? Feel free to leave them below and I'll get back to you as soon as I can.

olivarria-couts-
Level 1

Customer upload has false information, need to delete all customers and re-upload customers. How to delete all customers?

Thank you, i was able to deactivate all of the customers, is there a need to delete the deactivated customers?

MaryAnn_E
QuickBooks Team

Customer upload has false information, need to delete all customers and re-upload customers. How to delete all customers?

Hello there, @olivarria-couts.

 

 

You can only make a customer inactive in QuickBooks Online (QBO). Making your customer inactive is also deleting the customer under the customer list. Let me guide you on how.

 

Please know when deleting a customer in QBO, all transactions associated with them remain within your company data. It'll also delete the sub-customer under the deleted parent customer.

 

By going to the Customer menu, there's an option on the Gear icon that will show you how to restore deleted customers.

 

 Here's how:

  1. Go to Sales on the left menu and then select Customers.
  2. Click on the Gear icon above the ACTION column.
  3. Tick the Include inactive to show deleted customers.
  4. Lastly, hit the Make active.

 

Also, feel free to check this article in case you want to merge your customers (read merge customers section): How to merge accounts, customers, and vendors.

 

I'll be around if you need further help on managing your customers in your QBO account. Have a great day!

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