Most QuickBooks users feel it frustrating to manage their customer database. Because the process of deleting a customer in QuickBooks can be a bit complex and may leave you feeling unsure about how to proceed. However, it is an important step for maintaining an organized financial system. That is why we have come up with this detailed blog. It will help you learn the process of how to delete customer in QuickBooks Online in easy ways, so that you can effectively manage your customer database. So, go through the details given in the article.
Have no clue how to delete customers in QuickBooks? Call the experts at the toll-free number +1-(855)-955-1942 and get instant help.
In What Cases Do You Need to Delete and Manage Customers in QuickBooks?
Before we start with the steps to delete the customers, let's have a look at why actually do you need to delete them. There are two scenarios that you need to consider before deleting any customer.
You can easily delete the customer who has no history of their account in QB. Upon the verification of the name, QB allows you to delete the customer.
However, in the second case, if you want to delete a customer that has any type of activity or entry associated with his name, QB will not allow you to delete it. It will pop up a message saying, “This name has a balance, or it is used in transactions; it cannot be deleted.”
Now let us look at the steps to proceed with the deletion process.
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Steps to Delete Customer in QuickBooks Online Manually
To delete the customer one by one in QB Online, follow the below-given steps:
Log in to your QB Online account first.
Then, move to the Sales option situated on the left.
After that, go to the Customers tab at the top.
Then, select the customer in the contact list that you want to remove.
Once you have selected the customer, hit the Edit button near his name.
Now, click the Make Inactive option located at the bottom of the screen.
Lastly, hit the Yes button when prompted on the screen.
Steps to Delete Multiple Customers in QuickBooks Online
Take the help of the following steps if you wish to delete multiple customers at a time:
First, log in to your QB Online account and then click on Sales.
Then, move to the Customers tab in the top corner.
After this, checkmark the name of the customer you want to delete from QB.
Then, hit on the Batch Action drop-down.
After that, click on Make inactive, located at the bottom left.
And when it prompts you to click the Yes button, click on it.
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Get Instant Help!
Well, this was the way to delete a customer in QuickBooks Online. We have described both ways; whether you want to remove only one customer or multiple customers at once, you can follow the given steps. However, if you require any additional help, then you can connect with our experts at the TFN +1-(855)-955-1942.
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