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Replying to:
ChristieAnn
QuickBooks Team

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I recognize how essential it is to delete the customer in QuickBooks Desktop so you can manage the sales data accurately, Roberta12. 

 

As previously stated, you can only delete a customer in the software if there are no transactions connected to the name. Also, any deposits tied to their data. Since you confirmed that no entries are assigned to a specific person and you are still unable to remove the customer from the list, let me route you to the right support team to help you further investigate this matter.

 

I recommend contacting our QuickBooks Desktop Support Team. They're the best support group for such inquiries as they can request account information. This allows them to figure out the cause of being unable to remove the customer on your end and the next steps you need to take to complete the process. 

 

Here's how:

 

  1. Press F1 to open the Help window.
  2. From the search icon, type Contact Support.
  3. Click Contact us at the bottom part.
  4. Give a brief description of your issue about deleting customer and click the Search button.
  5. You'll be routed with How to connect with a QuickBooks expert and you choose which one is best for you.

 

In case you need steps on how to easily keep track of your sales and expenses using predefined customer, you can read this article: Customize customer, job, and sales reports in QuickBooks Desktop.

 

If you have any further questions about deleting customer or other product-related issues, click the Reply button and post them in the field box. I'm always ready to answer them for you, Roberta12.

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