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usershonteal19712
Level 1

How do I delete the information I put in and start over. I imported my personal contacts in the customer section.

 
1 Comment 1
CharleneMaeF
QuickBooks Team

How do I delete the information I put in and start over. I imported my personal contacts in the customer section.

We have two options to delete the information in QuickBooks Online, usershonteal19712.

 

If your company data is less than 60 days, you can purge your account. This way, the system deletes all the entered information, which helps you start over. Otherwise, you'll have to delete them one by one in QuickBooks.

 

Here's how to purge  your file:

  1. Log in to your QuickBooks Online account.
  2. Change the URL to include /purgecompany.
  3. Example: URL shows https://...qbo.intuit.com/app/homepage, change to https://...qbo.intuit.com/app/purgecompany.
  4. The next screen will provide a summary of the items to be deleted.
  5. Type the word “YES” once the data gets deleted, then click OK.
  6. Click Wipe Data once your selections are complete.
  7. Once the deletion is complete, you will be rerouted to your home page.

 

To delete the customer, follow these steps:

  1. Go to the Sales menu and then select the Customers tab.
  2. Choose a customer, then on the Customer Details tab, click Edit.
  3. Select Make inactive at the button, then Yes to confirm the deletion.

 

Aside from that, you can also manually enter the information in the Customer information window. Then, click Save.

 

I also encourage you to check out this article to learn how to organize and keep track of your customers in QuickBooks Online: Manage Your Customer List.

 

Additionally, I've included an article about updating the customer's billing information. This ensures all the details entered in QuickBooks are accurate to avoid any issues: Edit a Customer's Credit Card Information.

 

You can always post again if you need further help in managing QuickBooks transactions. Doing so helps us stay updated with all your questions or concerns.

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