Question

How do you delete a customer?

Forum|Forum|4 years ago
June 10, 2022
2 replies
90 views

I want to delete customers that I don't want to service anymore

QuickBooks Online

A

Archie_B

Level 6

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:

Go to Get paid & pay or Sales, then Customers.
Select the customer's name to open their profile.
Click on Edit.
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

No !!!

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

C

Charies_M

Level 9

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.

Welcome back, KenRea.

For every type of QuickBooks Online (QBO) subscription, there is a specific usage limit. If you wish to reduce the usage limit, you can do the following:

Delete an account user.
Make an account active in Chart of Accounts.
Delete classes/locations.
Delete a tag.
Disconnect a sales channel.

You can visit this article to learn more about the usage limit in QBO: Learn about usage limits in QuickBooks Online.

Also, the 14,500 limit for total names is available in QuickBooks Desktop (QBDT). Check out this article for more information: Maximum number of list entries (list limits and custom fields)

Since delete permanently is not an available option in QBO, I would appreciate if you can send your thoughts of having this feature within your company file:

Select the Gear icon at the top, then Feedback.
Enter your comments or product suggestions.
Then select Next to submit feedback.

Your valuable feedback goes to our Product Development team to help improve your experience in QBO. You can track feature requests through the QuickBooks Online Feature Requests website.

Should you need help while working with customer names in QuickBooks, just let me know in the comment section below. I'm always here to further assist.

S

starting2makecents

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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