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smitjh
Level 1

How do I delete old A/R data and delete old customer info data?

Many old and unused customer listings  Would like to delete. How?
1 Comment 1
JamaicaA
QuickBooks Team

How do I delete old A/R data and delete old customer info data?

We cannot remove old A/R data and customer info data, smitjh. Not to worry, I've got a workaround for you.

 

You can clear the data one at a time by running the Accounts & Receivable report. Once you have selected a transaction, you can open the original entries and click Delete. Note that this process is irreversible. 

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Please be aware that we are unable to delete customer information or listings. We can only make them inactive and create a new profile for the new data. 

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Here are some articles for the complete information on editing or merging customers and how the A/R process works:

 

 

I've added these resources to guide you in exploring reports and settling balances:

 

 

Feel free to keep me posted on your progress with emptying A/R or if you need anything else with managing customers. I'm determined to help you succeed. Keep safe always.

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