Hi there, mangernatas.
I’ll share some information about deleting your client. To clarify, are you trying to delete a customer on your account or an accountant in QuickBooks Online? This will help me provide you with the appropriate instructions.
If you are trying to delete a customer from your account, you can follow these steps:
On the other hand, if you are trying to delete a client in QuickBooks Online Accountant, I’ll show you how:
If your client is part of your Wholesale Billing subscription or you're the Master Admin for their company file, you can’t remove them. If they’re connected to you through ProConnect Tax Online, this only deletes their QuickBooks profile. However, we can make them inactive so they won’t appear on your list.
Here’s how:
Just a heads-up that making your client's status inactive does not cancel their subscription. To completely do so, follow these steps:
If your client invites you, you’ll need to reach out to them and request to remove you as the accountant. For the step-by-step process, visit this article: Remove an accountant.
To gain more insights into managing your clients' accounts, I suggest exploring these informative articles.
If there are any additional questions or concerns about managing your clients, don't hesitate to leave a comment. I'm available to provide further support.
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