Hey Germannutroaster, Thank you for reaching out to the QuickBooks Community! In QuickBooks, to delete a customer, you would have to make the profile inactive. To do so, follow these steps below: Go to the Customers tab, put a checkmark on the box beside the customer's name.Click the Batch Action drop-down and select Make Inactive.Click Yes to confirm the removal.The customer will be removed from all reports and so forth. Click the Reply button if you have any other questions. I'm always here to help. Have a good day!

Question

How can I delete a customer from our customer base???

18 replies
85 views

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QuickBooks Online

J

Just_me

Level 3

You can't delete. You can only mark as Inactive.

Click on Customer name.

Click Edit (On the top right, Next to green New Transaction)

Click Make Inactive (down at bottom, on the left of customer info page)

Click Save (on the right)

That doesn't work.

Level 5

I'm here to make sure that you'll be able to delete a customer in QuickBooks Online, LoadWarrior.

May I know if there's an error message that you encountered when deleting a customer? This way, we can provide you accurate steps and fixes.

Let's perform some troubleshooting to determine if this is a browser-related issue. The stored cache can affect the performance of QuickBooks Online (QBO) which can cause unexpected behavior.

To start, I'd suggest opening your QBO account via a private window. This will open QBO in a clean slate and loads fresh data.

Here are the keyboard shortcuts:

Mozilla Firefox / Microsoft Edge: Press CTRL + Shift + P
Safari: Press Command + Shift + N
Google Chrome: Press CTRL + Shift + N

Once signed in, delete a customer. If it works, I'd recommend going back to the regular browser and clear the cache. Alternatively, you can use other compatible browsers.

Additionally, I've included this article that'll help you edit customer information: Edit customer information.

I'm only a few clicks away if you need assistance with deleting customers in QuickBooks Online. It's always my pleasure to help you out again.

C

continea

Level 5

Hey Germannutroaster,

Thank you for reaching out to the QuickBooks Community! In QuickBooks, to delete a customer, you would have to make the profile inactive. To do so, follow these steps below:

Go to the Customers tab, put a checkmark on the box beside the customer's name.
Click the Batch Action drop-down and select Make Inactive.
Click Yes to confirm the removal.

The customer will be removed from all reports and so forth. Click the Reply button if you have any other questions. I'm always here to help. Have a good day!

P

PJware

What if you messed up and imported the wrong list when starting a new company, and the list HAS to be deleted?

M

MadelynC

Moderator

QuickBooks Online (QBO) offers a way to delete your data and start over with new books, @PJware. I’d be glad to discuss it with you.

When you start a new company and happen to mess up your books or list, you have the option to purge your QBO account. It deletes all your data entered or imported into the company.

Here’s how you do it:

Log in to your QBO account.
Change the URL to include /purgecompany. Example: URL shows https://...qbo.intuit.com/app/homepage, change to: https://...qbo.intuit.com/app/purgecompany.
The next screen will provide a summary of the items to be deleted. Type the word “YES” after, then select OK.
Click Wipe Data once your selections are complete. You'll be routed to your homepage once done.

Please know that you're unable to restore or reverse your file after the process.

On the other hand, if your books are 60 days old or older, you can either start a new account or make the incorrect list inactive, as mentioned above. And for transactions, you can either remove them manually or utilize a deleter tool to accomplish it. See this reference to learn more about purging your data: Delete your data and start over in QBO.

These articles will give you depth information about managing your customers, vendors, services, inventory items, and non-inventory items in the program:

Drop me a reply if you have other questions about handling your list. I'll be happy to assist you further. Have a great day ahead!

T

Thrive Landscapes Ltd

Did something change with quickbooks online? I can no longer see a way to make a client inactive?

MJoy_D

QuickBooks Team

I can help you with making your client inactive, @Thrive Landscapes Ltd.

You can still remove a client or a customer by making it inactive from the Customers tab.

A project may be attached to its profile. You'll need to delete that project first to inactivate the customer successfully.

Here’s how to delete a project:

Go to the Project menu on the left side of the screen.
Click the Options dropdown under the Actions column of the project that you'd like to delete.
Select Delete from the options. Then, click on Yes to confirm.

For more information about deleting a project or reactivating it, refer to the following article: Projects FAQ. This will also show you how to move transactions to another project if it still has a balance.

Once done, you can now go back to your Customers tab to make that client inactive. To guide you in making it inactive, check the following reference: Add and manage customers in QuickBooks Online.

On the other hand, this article will show you how to update any information associated with your customers: Edit customer information.

I'm always here if you need more guidance in making your client inactive. Just let me know by leaving a reply below. Keep safe and enjoy the rest of the week!

T

Thrive Landscapes Ltd

No project assigned... I think the instructions are outdated.

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