I understand how this program comfortably runs your business rather than running this in a cloud based version, @DrLawless.
Let me share some insights how to delete a client in QuickBooks Desktop.
Inactive names are still included on the list limit. For this reason, you'll need to entirely remove all the transactions affiliated with the customer's name to delete the customer profile so it will no longer count as one from the customers' list.
After you clear all the transactions, follow these steps to delete the customer:
- Go to the Customers menu at the top.
- Choose Customer Center.
- Choose a specific customer's name. Then, right click.
- Select Delete Customer:Job.
- You'll be prompted with Are you sure you want to delete this customer? Click OK to confirm.
For more information about the list limitation, see the details from this article: Maximum number of list entries (list limits and custom fields). This includes the total number of vendors and employees you can add in the system.
If you have other questions about list limitations or client management, please let me know by hitting the Reply button. I'm always here to help. Take care!
