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JessT
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Thank you for joining in on the thread, Napes.

 

I hope you're doing well! I will share insights about inactivating a customer in QuickBooks Online, so you will be guided moving forward.

 

It is right that you can't inactivate a customer profile if it is used on a recurring transaction template. However, the Simple Start plan doesn't offer that option. Therefore, you should be able to inactivate them.

 

The other thing you want to look at is the customer's balance. It should be zero, so you can inactivate its profile. Otherwise, you will receive a prompt message saying QuickBooks will create an adjusting entry to zero out its balance.

 

Can you tell us what's keeping you from inactivating a customer? What's the error message when you do this? You can also check about managing a customer for your additional reference.

 

The Community Team is always available to assist you. You can always reach out at any time. Take care!

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