How To Delete A Customer In QuickBooks Online

QuickBooks Online, developed by Intuit, is a robust accounting software that helps businesses keep track of expenses, transactions, and customer lists. As your business grows, managing your customer list becomes crucial. This article will guide you through the process of deleting a customer in QuickBooks Online and address some common questions users have.

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Deleting a Customer in QuickBooks Online

Making a Customer Inactive

While QuickBooks Online doesn't allow you to permanently delete a customer, you can make them inactive. Here's how:

1. Navigate to Sales and then Customers. (Take me there)
2. Search for the customer you wish to delete.
3. Click on the customer's name to open their profile.
4. Click on Edit.
5. Select Make Inactive.
6. Confirm your decision by selecting Yes, make inactive.

By making a customer inactive, they are hidden from lists and menus. However, all their transactions remain available in reports. If you ever need to reactivate a customer, simply go to the customer list, click on the gear icon, check "include inactive", and then click "make active" next to the customer's name.

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Permanently Deleting a Customer

To permanently delete a customer, you would need to purge your company's data. However, this action will erase all data and revert your account to a brand new state. It's a drastic measure and should be taken with caution. If you decide to proceed:

1. Log into your QuickBooks Online account.
2. At the homepage URL, replace the last word "homepage" with "purgecompany".
3. This will bring up a questionnaire confirming your decision. Type "Yes" to begin the purging process.

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FAQs

How do I delete a customer or vendor in QuickBooks online?

You can't permanently delete a customer or vendor. However, you can make them inactive, which hides them from lists and menus.

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Why can't I delete a customer in QuickBooks?

QuickBooks tracks the name of the customer an invoice was recorded with. To maintain data integrity, customers can't be permanently deleted but can be made inactive.

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How do I edit customers in QuickBooks online?

1. Go to Sales and then Customers.
2. Select the customer you want to update.
3. Click on the Customer Details tab.
4. Select Edit and make the necessary changes.
5. Click Save.

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How do I delete customer information in QuickBooks?

To remove a customer, make them inactive. This hides them from lists and menus but retains their transactions in reports.

In conclusion, while QuickBooks Online doesn't allow for the permanent deletion of customers, it offers flexible options to manage and organize your customer list. Always ensure you have a backup of your data before making significant changes.

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