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ronnie-beaulieu
Level 1

How do I erase a customer’s file on mobile devices?

 
1 Comment 1
LieraMarie_A
QuickBooks Team

How do I erase a customer’s file on mobile devices?

Hi there, @ronnie-beaulieu.

 

Changing or deleting customer's information is currently unavailable in the mobile app. As a workaround, you can access your account using a web browser. From there, you can manage your customer lists. It will just take a few steps.

 

Here's how:

  1. Click Sales.
  2. Go to the Customers tab.
  3. Select the customer, then click Edit.
  4. Click Make inactive.
  5. Select Yes to confirm.

 

For more information on what specific features are available in the app, feel free to click on the links:

 

Feel free to reach out to us again if you have other concerns. 

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