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Level 2

Deleted sub customer transactions

I accidentally deleted a sub customer in QuickBooks online. What would happen to the transactions associated with this account? If I were to restore this account using the gear icon and choose "make active" would this restore the associated invoices and other transactions?

 

 

Solved
Best answer January 14, 2021

Best Answers
IamjuViel
QuickBooks Team

Deleted sub customer transactions

I've got you covered, @I am here.

 

Let me share some information on how deleting your sub-customer or customer affects your QuickBooks account.

 

When a customer or sub customer is deleted, you'd see a Deleted tagged beside the name of the customer or sub-customer. 

Just a heads-up though, when a non-zero balance sub-customer is deleted, the system will automatically create an adjustment transaction. This will zero-out or offset the sub-customer or customer's balance.

You can view the report so you'd see the details of the adjustment transaction. Transaction List by Customer  

 

Once you reactivate the sub-customer, you'll still see the same list of transactions associated with it. However, its balance will become $0.00. 

 

You can refer to this article to learn more about managing your customers and sub-customers: Sales and customers.

Also, you can visit our blog for the hottest features and helpful tips on how to boost sales during slow season: The QuickBooks Blog.

 

Feel free to visit us here if you have other questions or concerns. I'm always here to help. 

View solution in original post

3 Comments
IamjuViel
QuickBooks Team

Deleted sub customer transactions

I've got you covered, @I am here.

 

Let me share some information on how deleting your sub-customer or customer affects your QuickBooks account.

 

When a customer or sub customer is deleted, you'd see a Deleted tagged beside the name of the customer or sub-customer. 

Just a heads-up though, when a non-zero balance sub-customer is deleted, the system will automatically create an adjustment transaction. This will zero-out or offset the sub-customer or customer's balance.

You can view the report so you'd see the details of the adjustment transaction. Transaction List by Customer  

 

Once you reactivate the sub-customer, you'll still see the same list of transactions associated with it. However, its balance will become $0.00. 

 

You can refer to this article to learn more about managing your customers and sub-customers: Sales and customers.

Also, you can visit our blog for the hottest features and helpful tips on how to boost sales during slow season: The QuickBooks Blog.

 

Feel free to visit us here if you have other questions or concerns. I'm always here to help. 

View solution in original post

Claireviera
Level 1

Deleted sub customer transactions

Im getting billed for two customers that I already deleted

ZackE
QuickBooks Team

Deleted sub customer transactions

Thanks for joining this thread, Claireviera.
 

If you're using QuickBooks Accountant Online and the customers you deleted were part of your wholesale discount, I'd initially recommend making sure they've also been removed from the payroll section of your plan.
 

Here's how:

  1. Use the Gear (⚙️) icon.
  2. Go to Subscriptions and billing.
  3. Access your Your Subscriptions tab.
  4. Look for the two clients you're still being billed for. If they're listed, use your Select action ▼ drop-down and click Cancel Payroll.


In the event they're not displayed on your Your Subscriptions screen, I'd recommend getting in touch with our Customer Care team. They'll be able to pull up the account in a secure environment, conduct further research, and create an investigation ticket if necessary.
 

They can be reached while you're signed in.
 

Here's how:

  1. Use your Help (?) icon.
  2. Click Contact Us.
  3. Enter a description of the situation in your What can we help you with? field, then hit Let's talk.
  4. Select Start messaging or Get a call.

 

Be sure to review their support hours so you'll know when agents are available.
 

I've additionally included a detailed resource about managing your wholesale discount clients that may come in handy moving forward: Manage your wholesale discount plan
 

If there's any questions, I'm just a post away. Have an awesome day!

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