How to Delete a Customer in QuickBooks Online?

by James Antonio

Are you looking for deleting some customers from your QuickBooks Online accounting software? If, YES…learn here how to delete a customer in QuickBooks online.

Delete a Customer in QuickBooks Online

If yes then you are at the right place because we understand that in business sometimes as it happens, that a contract with a customer end and you do not foresee any business transaction with the customer in the near future. Or maybe due to one or another reason you have decided you continue doing businesses with certain customers.

Whatsoever be your reason, but in these types of scenarios, you would definitely want to reduce the clutter and delete those customers from your accounting software. But you should know that QuickBooks does not allow for the permanent deletion of the customers. But it will let you mark your customers as inactive. Once inactivated, the customers won’t appear at the time of entering the business transactions. But any past transactions that were entered for these inactivates customers would remain in the system.

In the next section, we will discuss two methods for marking the customers as inactive in QuickBooks Online. Let us see what you need to do or in other words what steps you need to take to delete/mark inactive a customer in QuickBooks Online.

What do you need to do to Delete a Customer in QuickBooks Online?

You can follow below two methods to delete a customer in QuickBooks Online, both the methods are just slightly different from each other. But before that, you need to remember one thing that when you delete a customer in QuickBooks, the transaction associated with the customer will still be there in your company data report. Also, if you delete a parent customer category, it will also delete customers in the sub-category.

Method 1. By Going to the Customer Details Tab

Step 1. First of all, open QuickBooks Online and click on sales tab from the left menu panel.

Click on Sales Tab

Step 2. After that you need to click on customer tab and choose customers.

Step 3. Once you have clicked on customers, click on customer details tab and then click on Edit.

Customer Details Tab

Step 4. Now in this step, you need to click on ‘Make inactive’ button and then finally click on Yes to confirm your action of deletion.

Confirm your Action of Deletion

Method 2. With the help of the Batch Action Button

Step 1. First of all, open QuickBooks Online and click on customers tab and put the check mark against the customers’ name you want to delete.

Step 2. In this step, click on the batch action drop-down, and then click to make them inactive.

Click to Make them Inactive

Step 3. In the last step, click on Yes to confirm the action of deletion.

Now above processes will mark the customers as inactive, but they would not be permanently deleted from QuickBooks. QuickBooks online does not permanently delete customers it just inactivates them.

We have now covered the process of deleting or in other words marking customers as inactive in QuickBooks Online. Now let us have a look at the frequently asked questions asked by the users which will definitely help you further around the topic.


Need Some one on one QuickBooks Assistance?


What are the Procedure Steps for Entering a Customer in QuickBooks Online?

First of all, you need to enter the name of all the customers in an excel spreadsheet. Now you need to format the spreadsheet as per the QuickBooks requirement. Now upload your customer list using the import option and map the spreadsheet to the QuickBooks fields. Review your data and enter a new customer manually by clicking on the New customer button and enter the details.

Can you let me know the Steps to Delete the Bulk Transaction in QuickBooks?

First, click open QuickBooks and go to the Banking tab and then click on ok. Now choose the correct account, go to the review tab and mark the items that you wish to delete. Now go to the batch actions button and click on it and then click on choose exclude selected. After doing this, you need to go to the excluded tab and tick mark all the transactions/ items again and then go to the batch action button and delete them.

Can you list down the Process Steps to Delete an inactive Vendor in QuickBooks Online?

You need to start by clicking on vendors and then you need to go to the vendor centre. After that, you need to click on the names of the vendors you want to delete. Now you should delete a vendor if there is no transaction associated with them. But in case there are transactions posted in QuickBooks related to those vendors, then you need to mark them as inactive. Once you are done with these steps, click on ok to save the changes.

Would you please let me know the steps to Delete Multiple Credit Card Transactions in QuickBooks?

First of all, open QuickBooks and switch to single-user mode. After that, go to the accountant menu and click on Batch delete/void transactions. Now click on the transactions you want to delete and select review and delete. After that, click back up and delete and lastly click on Yes to confirm.

Is there a way I can Delete a Chart of Accounts in QuickBooks Online, if yes please let me know the steps?

At the initial step, open QuickBooks and go and click on the gear icon aka settings. Now click to choose a chart of accounts and locate the accounts you wish to delete. Now go to the action drop-down menu and choose to make it inactive. Once you have done this click on yes once the pop-up appears to confirm your action. This is the process through which you can delete a chart of accounts in QuickBooks Online without much hassle.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

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Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

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Pricing includes coverage for users
  • Services Include:
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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
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  • Unlimited Users
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Accountant Premium

*See our Pricing for up to 50 Company Files.

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Pricing includes coverage for users
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Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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