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Replying to:
LieraMarie_A
QuickBooks Team

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Hi there, @JRS80. I'm here to make sure you can deactivate that student's name in QuickBooks.

 

To clarify, did you use the search field to find the customer's name from the Recurring Transactions list? This field is used to locate a template name. I'd suggest using the keyboard shortcuts in finding your student's name.

 

Here's how:

  1. Go to the Gear icon.
  2. Select Recurring Transactions.
  3. Hold Ctrl F.
  4. Once you find it, click the drop-down arrow under Action and select Delete.

 

Once done, it will allow you to delete the student's name from the Customers list. On the other hand, if the name isn't attached to any of the templates, I'd suggest reaching out to our Customer Care Support team. This way, they can further investigate why you're getting the error message when deleting the name.

 

  1. Click the (?) Help icon in the upper right-hand corner of the Dashboard.
  2. Select Talk to a Human.
  3. Enter a short description of your concern and press Enter.
  4. Click I still need a human.
  5. Select Contact Us to connect with our live support.
  6. Choose Get a callback.
    help.JPG

 

Additionally, you can check out our guide on how to edit, delete, and restore list elements that I'm sure you'll find helpful: Manage lists.

 

Please let me know how it goes. I want to make sure this matter gets resolved.

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