Question

How do you delete a customer?

Forum|Forum|4 years ago
June 10, 2022
2 replies
83 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.

M

Mark_R

Moderator

I'm still using QB Desktop Pro 2017 and I need a Desktop solution to delete customers.

Renaming and merging unwanted Jobs and Customers is an interesting suggestion,

Thank you for joining the thread, @ukr2.

I've come to help manage your jobs and customers in QuickBooks Desktop.

Firstly, you can only delete a customer when there are no transactions associated with it. Here's how:

Open your QuickBooks Desktop company file.
Go to the Customers menu, then select Customer Center.
Find the customer you want to delete, Then, right-click and select Delete Customer:Job.
Click OK to confirm.

However, if your customers had transactions, you can make them inactive. To do so, you can follow the steps below:

Go back to the Customer Center.
Select the customer to open their profile.
At the left-side bottom of the window, put a checkmark on the Customer is inactive checkbox.
Click Yes to confirm.

Secondly, you can simply open the customer or job's profile and change the customer name on the field. Once done, click OK to save the settings.

Lastly, you can go to the List menu to merge a customer list. For more guidance, feel free to check out this article: Merge list entries in QuickBooks Desktop.

Come back to this post and let me know how it goes, @ukr2. I want to make sure this is taken care of.

You may want to run and customize reports in QuickBooks Desktop. This will help you view all your sales transactions for each customer.

Wishing you all the best!

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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