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Replying to:
Jen_D
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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:

 

  1. On the Customer & Jobs section, right-click anywhere and choose Add/Edit Multiple Customer: Jobs.
  2. On the next window, click the Customize Columns button.
  3. Find and click the word Inactive in the Available Columns and click Add.
  4. You can also include the Customer Balance to review which customer has no running balance.
  5. Once done, hit OK.
  6. After applying the filters, sort the Customer Balance by clicking the column header to show the 0.00 amounts first.
  7. Then, click the Inactive box for one customer, and right-click on it.
  8. Choose Copy Down to automatically make all customers inactive.
  9. 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.
  10. 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!

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