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jersey437-yahoo-
Level 1

How do you delete a customer once they have been added?

 
2 Comments 2
SarahannC
Moderator

How do you delete a customer once they have been added?

Hello there, @jersey437-yahoo-. Thank you for posting here.

 

QuickBooks Self-Employed doesn't show a list of customers. When you record a transaction, that would only be the time you'll enter the customer's name. 

 

With that, the option to delete a customer is unavailable at this moment. Instead of deleting the customer that has been added to your QuickBooks Self-Employed account, you can try another way to remove it. Below are a few things that we can do to eliminate a customer in your account.

 

 Option 1: Modify the customer's name in the invoice:

 

  1. Go to Invoices on the left panel
  2. Choose the customer. Then, select Edit under the Action drop-down arrow.
  3. From there, you can edit the name of the customer.
  4. Then, click Save to reflect the changes.

 

Option 2: Delete all the transactions you've created for that particular customer:

 

  1. Still, go to Invoices on the left panel
  2. Choose the customer. Then, select Delete under the Action column.
  3. Then, click Yes to confirm.

You can also visit our blog website to stay up-to-date about product enhancements. Also, you may want to check these articles for more insights about managing transactions:

 

 

Please let me know if you have other questions. I'll be around to respond as help with your concerns as soon as I can. Take care and have a good one!

SarahannC
Moderator

How do you delete a customer once they have been added?

Hi jersey437-yahoo-, 

 

Hope you’re doing great. I wanted to see how everything is going about deleting a customer. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.


Looking forward to your reply. Have a pleasant day ahead!

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