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Other questions
Thanks for getting back to us, @cmoil,
Deleting customers in QuickBooks requires doing it manually. If you need to identify which customer has no activity for a certain period of time, you may refer to the Balance Total section of the Customers & Jobs list.
Another way to delete bulk customers in QuickBooks Enterprise are as follows:
- On the Customer & Jobs section, right-click anywhere and choose Add/Edit Multiple Customer: Jobs.
- On the next window, click the Customize Columns button.
- Find and click the word Inactive in the Available Columns and click Add.
- You can also include the Customer Balance to review which customer has no running balance.
- Once done, hit OK.
- After applying the filters, sort the Customer Balance by clicking the column header to show the 0.00 amounts first.
- Then, click the Inactive box for one customer, and right-click on it.
- Choose Copy Down to automatically make all customers inactive.
- Since we are not making all customers inactive, scroll down to the clients with remaining balance and click the Inactive box to remove the check mark.
- Once the field is empty, right-click again then select Copy Down.
Here's a Community link you can check to learn more about this feature: Add and edit multiple customers, vendors, and items
Otherwise, if you're using other versions of QuickBooks Desktop, you can try checking out for a third-party deleter app to do the batch action for you. Click this link to our app website to pick the right tool for you: Apps for QuickBooks Desktop.
Let me know if you have any questions or clarifications. I'll be right here to help you anytime. Have a nice day!