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nnekalynsey-gmai
Level 1

How do I delete or edit a customer

 
Solved
Best answer January 11, 2022

Best Answers
MonicaM3
Moderator

How do I delete or edit a customer

 

Good Afternoon @ nnekalynsey-gmai.

 

The option to delete customer names and products and services in QuickBooks Self-Employed (QBSE) is unavailable. However, we can edit the customer name in the invoice. Here's how:

  1. At the left navigation pane, choose Invoices.
  2. Select the customer and tick Edit at the Action dropdown.
  3. Click the Edit customer info link. Then, change the name.
  4. Press Save

For more information, check out this QuickBooks Self_Employed Overview.

 

Feel free to reach out anytime you have questions about QBSE or anything else. Our Community doors are always open!

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3 Comments 3
MonicaM3
Moderator

How do I delete or edit a customer

 

Good Afternoon @ nnekalynsey-gmai.

 

The option to delete customer names and products and services in QuickBooks Self-Employed (QBSE) is unavailable. However, we can edit the customer name in the invoice. Here's how:

  1. At the left navigation pane, choose Invoices.
  2. Select the customer and tick Edit at the Action dropdown.
  3. Click the Edit customer info link. Then, change the name.
  4. Press Save

For more information, check out this QuickBooks Self_Employed Overview.

 

Feel free to reach out anytime you have questions about QBSE or anything else. Our Community doors are always open!

nnekalynsey-gmai
Level 1

How do I delete or edit a customer

It worked. Thank you so much!

nnekalynsey-gmai
Level 1

How do I delete or edit a customer

Thank you so much!

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