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.
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.
Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Online. Utilize import, export, and delete services of Dancing Numbers software.
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.
How 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.
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.
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.
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.
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.
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Frequently Asked Questions
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.