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R
riverdalegutters
June 10, 2022
Question

How do you delete a customer?

  • June 10, 2022
  • 2 replies
  • 75 views
I want to delete customers that I don't want to service anymore

2 replies

A
Archie_B
Level 6
June 10, 2022

Welcome to the Community, riverdalegutters.

 

Let me show you how to manage your customers in QuickBooks Online (QBO).

 

We can make a customer inactive to remove them from lists and menus. All transactions linked with that customer remain on reports even if they are inactive.

 

Here's how:

 

  1. Go to ​Get paid & pay or Sales, then Customers.
  2. Select the customer's name to open their profile.
  3. Click on Edit.
  4. Select Make inactive and Yes to confirm.

 

I've added this article for more details in managing customers: Add and manage customers in QuickBooks Online.

 

You can also use this link to update any information about your customers: Edit customer information.

 

Please leave another comment if you still need assistance. I'll be here to check on your response. Have a great day!

U
ukr2
September 10, 2022

No !!!

This only makes the Customer Inactive.  It doesn't Delete the Customer.

    U
    ukr2
    September 11, 2022

    Let me help clarify how deleting a customer works, KenRea.

     

    In QuickBooks Online (QBO), We can only delete a customer by making them inactive. The inactive customers will not show in the Customer Contact List report.

     

    To help you with future tasks and tips when using QBO, you might want to visit our Help Articles.

     

    Please know that I'm just a reply away if you need any further assistance managing your customer. Have a great day!


    So when you say "Delete", you actually mean they're gone because they're Inactive and you can't see them when looking only at Active Customers.

     

    However, they still count as a Name.  I'm trying to Delete Customers to reduce the Total Names that have hit the 14,500 limit.

     

    Is there No other QB procedure or 3rd party software that can "Scrub" the QB database to easily delete Customers and their associated items?

     

    Otherwise, like I've done at least 6 times in the last 17 years, I manually delete the Deposits of payments for old Customers, then delete their Invoices, Payments, Jobs and finally the Customer.

      S
      starting2makecents
      August 22, 2024

      To delete a customer in QuickBooks desktop and keep all of your transaction data on the books, follow these steps:

       

      • Create a generic customer that will be used for retaining transaction data. I named mine, A DELETED CUSTOMER.
      • Navigate to the customers Center in QuickBooks and open the profile of the customer you wish to delete.
      • Change the CUSTOMER NAME so that it exactly matches the name of your generic customer.
      • Click the OK button at the bottom of the edit customer window and QuickBooks will ask if you'd like to merge the two names into one profile.
      • Follow the screen prompts to tell QuickBooks that you want to merge them.

       

      That's all there is to it. The customer that you do not want in QuickBooks will be gone but their transaction data will remain.

       

      If you are given the option, please select this answer as the best answer or solution.

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