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mail24
Level 1

Delete customer and invoice

 
1 Comment 1
Joseph_A
QuickBooks Team

Delete customer and invoice

Welcome to the Community, @mail24.

 

Before deleting a customer always remember that the transaction data associated with them remain in reports. And, when you delete a parent customer, the sub-customers are also deleted. Also, a deleted transaction will be completely erased from your books.

 

To delete a customer, follow these steps:

  1. On the left navigation pane, go to Sales then Customers.
  2. Look for the customer's name you wanted to delete, then select Edit.
  3. Select Make inactive then click Yes to confirm.

You may refer to this article on how to void or delete a transaction: Void or delete transactions in QuickBooks Online.

 

You can also merge your customer or make active again.

 

The community is always open if you have additional questions. Feel free to post or leave a comment on the thread, have a good day.

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