I've got you covered, @Mbmaynard01.
You won't be able to delete customers with balances, instead, you can make them inactive. When you make a customer inactive, they will be removed from the customer's area, reporting options, and any other place where it is listed. Here's how:
- Go to the Customers menu, then select Customer Center.
- Select each of your customers and click the pencil icon.
- Put a checkmark in the Customer is inactive checkbox.
- Click OK.
You can also read this article to learn how to make multiple customers inactive: Add and edit multiple customers, vendors, and items.
You might want to run and customize reports in QuickBooks Desktop. This will help you view all your sales transactions made.
Please know that I'm just a reply away if you need any further assistance deleting customers. Wishing you all the best, @Mbmaynard01.
