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slapsandshmacks-
Level 1

I have the self-employed membership and I want to permanently delete my certain customer names and product and service names in the drop down when creating invoices. Does anyone have a solution to this?

 
3 Comments 3
RCV
QuickBooks Team
QuickBooks Team

I have the self-employed membership and I want to permanently delete my certain customer names and product and service names in the drop down when creating invoices. Does anyone have a solution to this?

Thanks for checking in with us, slapsandshmacks-.

 

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
  5. You can choose, either Send invoice or Save as draft.

You can visit these blogs for any upcoming QuickBooks updates and enhancements:

Feel free to visit our Sales and customers page for more insights about managing your company's income and sales transactions. 

 

The Community will always have your back if you need a hand with customizing your reports or any QBO related. Assistance is just one post away.

jordanrgalli-gma
Level 1

I have the self-employed membership and I want to permanently delete my certain customer names and product and service names in the drop down when creating invoices. Does anyone have a solution to this?

How do you delete a customer if you entered their information in twice (but one is misspelled) for an invoice? I now have duplicates of the same customer in the drop down for invoices.

MJoy_D
Moderator

I have the self-employed membership and I want to permanently delete my certain customer names and product and service names in the drop down when creating invoices. Does anyone have a solution to this?

Hello, @jordanrgalli-gma.

 

I can see that you've posted this question twice. I've already added an answer, if you haven't notified yet. You can check this link.

 

If you have other questions, I'm happy to answer it for you. Just post it here as a reply and I'll take a look at it. Have a good one.

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