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jl-greene
Level 1

How do I take a customer off customer list

 
2 Comments 2
Nick_M
QuickBooks Team

How do I take a customer off customer list

Hi jl-greene. 

 

What you're going to want to do is make the specific customer inactive, follow the steps below to do that:

 

  1. Sign into your QuickBooks account
  2. Hover over Sales on the left hand side and click Customers
  3. Click the name of the customer you want to make inactive. 
  4. Hit customer details
  5. Edit on the right
  6. Make inactive on the bottom

Now the customer will be removed 

 

If there's anything else I can help you with, feel free to post here. 

 

Have a happy weekend. 

vpcontroller
Level 11

How do I take a customer off customer list

@jl-greene 

"How do I take a customer off customer list"

 

In QBO, you can make Customer inactive from the list but not permanently delete.

To make the Customer inactive:

Left dashboard > Sales > Customers > Batch actions > Select Customer/Company box to make it inactive.

 

Hope this helps!

 

make inactive batch actions.PNG

 

 

 

 

 

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