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Replying to:
Rubielyn_J
QuickBooks Team

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I'd be glad to help you delete a customer record in QuickBooks Online, chris@optionalth

 

To get started, we need to inactivate the customer profile to hide them from lists and menus.

 

Here's how:

 

  1. Select the Sales menu.
  2. Choose the Customers tab.
  3. Click the customer's name to open their profile.
  4. Choose the Edit button.

  5. Select Make inactive and Yes to confirm.

Once done, you'll see the word Deleted beside the name and the transaction of the customer. 

 

Then, you can start to void or delete the records that are linked to the customer you deleted. In most cases, it's best to void a transaction rather than delete it. That way, the transaction will not affect your account balances or reports, but you always have a record of it. On the other hand, if you wish to delete a transaction, you completely erase it from your books. It won't also appear anywhere on your reports or in your accounts. 

 

To do this, here's how:

 

  1. Go to the Sales or Expenses menu.
  2. Locate and open the transaction.
  3. Evaluate the transaction. 
  4. Choose the More option in the footer.
  5. Then select Void or Delete.
  6. Lastly, click Yes to confirm.

For more insights, you can also review this article: Void or delete transactions in QuickBooks Online.
 

There you have it! You may also want to check out this resource to help you manage your customers in QuickBooks Online: How to add, delete, merge, and restore a customer.

 

Please let me know how it goes or if I can be of additional assistance. I'm only a post away to assist you always. Enjoy your weekend!

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