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Replying to:
JonpriL
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Hi there, @Bogierich!

 

You can inactivate your customers who are no longer doing business with you. I'm here to help you accomplish this.

 

To start with, you can only delete your customers with zero amount in the BALANCE TOTAL column. This column shows the total open balance of your customers who are still doing business with you.

 

In addition, you're unable to delete your customer whose payments are applied to invoices. This is to avoid an unrecognized balanced or unapplied payments with your books.

 

That being said, here's how you can inactivate your customers:

  1. Go to Customers.
  2. Select Customer Center.
  3. Find and double click to open your customer's profile.
  4. Click Customer is inactive.
  5. Select OK.

This way, you can exclude them from your customer's list so you can add a new customer's profile. You can check the screenshot below for your visual reference.

 

Capture37.PNG

 

In addition, here's an article you can read to learn more about inactivating your customers: Change Vendor, Customer or Employee Name Type.

 

As always, you can visit our Help Articles page for QuickBooks Desktop if in case you need to learn some "How do I" steps.

 

It'll be always my pleasure to help if you have any other questions. I'll be keeping an eye for your response.

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