Hey Germannutroaster, Thank you for reaching out to the QuickBooks Community! In QuickBooks, to delete a customer, you would have to make the profile inactive. To do so, follow these steps below: Go to the Customers tab, put a checkmark on the box beside the customer's name.Click the Batch Action drop-down and select Make Inactive.Click Yes to confirm the removal.The customer will be removed from all reports and so forth. Click the Reply button if you have any other questions. I'm always here to help. Have a good day!

Question

How can I delete a customer from our customer base???

Forum|Forum|6 years ago
April 6, 2020
18 replies
39 views

No text available

QuickBooks Online

J

Just_me

Level 3

You can't delete. You can only mark as Inactive.

Click on Customer name.

Click Edit (On the top right, Next to green New Transaction)

Click Make Inactive (down at bottom, on the left of customer info page)

Click Save (on the right)

That doesn't work.

Level 5

I'm here to make sure that you'll be able to delete a customer in QuickBooks Online, LoadWarrior.

May I know if there's an error message that you encountered when deleting a customer? This way, we can provide you accurate steps and fixes.

Let's perform some troubleshooting to determine if this is a browser-related issue. The stored cache can affect the performance of QuickBooks Online (QBO) which can cause unexpected behavior.

To start, I'd suggest opening your QBO account via a private window. This will open QBO in a clean slate and loads fresh data.

Here are the keyboard shortcuts:

Mozilla Firefox / Microsoft Edge: Press CTRL + Shift + P
Safari: Press Command + Shift + N
Google Chrome: Press CTRL + Shift + N

Once signed in, delete a customer. If it works, I'd recommend going back to the regular browser and clear the cache. Alternatively, you can use other compatible browsers.

Additionally, I've included this article that'll help you edit customer information: Edit customer information.

I'm only a few clicks away if you need assistance with deleting customers in QuickBooks Online. It's always my pleasure to help you out again.

C

continea

Level 5

Hey Germannutroaster,

Thank you for reaching out to the QuickBooks Community! In QuickBooks, to delete a customer, you would have to make the profile inactive. To do so, follow these steps below:

Go to the Customers tab, put a checkmark on the box beside the customer's name.
Click the Batch Action drop-down and select Make Inactive.
Click Yes to confirm the removal.

The customer will be removed from all reports and so forth. Click the Reply button if you have any other questions. I'm always here to help. Have a good day!

C

cooper2617

My 2017 edition of quick book pro say i have reached my max of customer of 14,500..

How do I per delete those customers that I already have marked and inactive..??/

Please respond... [email address removed]

Thank you

Ron

N

Nick_M

Level 4

Hey there, cooper2617.

Thanks for stopping by the Community this afternoon. I'm happy to help you out. In order to delete a customer, they have to have no transactions associated with them, the reason you can't delete customers that do have transactions associated with them, even if they're inactive is because this would in turn, cause your books and taxes to be off. However, you can delete the transactions associated with them and then delete the customer.

Here's how:

1. Click the Customers menu. Then Customer Center.

2. Select the customer.

3. Double click the transaction from the Customer Information section.

4. Select the Delete icon at the top.

5. You'll be prompted with Are you sure you want to delete this transaction? then, click the OK button.

6. Hit the Save and close button.

After that, delete the customer's name from the customer's list. Please follow the steps below.

1. Select the Customers menu and choose Customer Center.

2. Choose the customer.

3. Right click it and select Delete Customer.

If there's anything else I can help with, feel free to post here anytime. Thanks for dropping by and have yourself a lovely day.

T

Thrive Landscapes Ltd

Did something change with quickbooks online? I can no longer see a way to make a client inactive?

MJoy_D

QuickBooks Team

I can help you with making your client inactive, @Thrive Landscapes Ltd.

You can still remove a client or a customer by making it inactive from the Customers tab.

A project may be attached to its profile. You'll need to delete that project first to inactivate the customer successfully.

Here’s how to delete a project:

Go to the Project menu on the left side of the screen.
Click the Options dropdown under the Actions column of the project that you'd like to delete.
Select Delete from the options. Then, click on Yes to confirm.

For more information about deleting a project or reactivating it, refer to the following article: Projects FAQ. This will also show you how to move transactions to another project if it still has a balance.

Once done, you can now go back to your Customers tab to make that client inactive. To guide you in making it inactive, check the following reference: Add and manage customers in QuickBooks Online.

On the other hand, this article will show you how to update any information associated with your customers: Edit customer information.

I'm always here if you need more guidance in making your client inactive. Just let me know by leaving a reply below. Keep safe and enjoy the rest of the week!

T

Thrive Landscapes Ltd

No project assigned... I think the instructions are outdated.

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