How to Delete Multiple Customers in QuickBooks?

by James Antonio

Being a new business owner is quite a task, isn’t it? Learn how to delete multiple customers in QuickBooks.

Delete Multiple Customers in QuickBooks

Yes, it is, you have to manage everything from the start. Once your business starts expanding you will have more than one customer and vendor to deal with. And sometimes as it happens, due to a change in agreement or other things you would decide to stop doing business with some of the customers. Now the customers with whom you are not going to do business in the future will keep sitting in your accounting software without any use, they will increase the clutter.

So, it is a better option to delete these customers in QuickBooks. Now you must be wondering how to do it. In the next section, we will look into the steps for deleting multiple as well as single customers in QuickBooks accounting software.

Steps for Delete Multiple Customers in QuickBooks

If you have multiple customers that you do not require, you can go for deleting the multiple customers. But before moving towards that, you should be aware that you may not be always able to do so especially if your account is less than 90 days old. But in those cases, you can use the purge company data option and start over. Let us see how can we inactivate multiple customers in one go in QuickBooks.

Step 1. At the first step, you should open your QuickBooks accounting software.

Step 2. In the next step, click on sales from the left menu bar and then click on customers.

Click on Customers

Step 3. In this step, pick the customers you wish to inactivate or delete and click on Edit.

Step 4. Now click on ‘Make inactive‘ as given in the above image, the Make inactive option appear after clicking on create invoice drop-down at the bottom of the screen.

Step 5. Once you click on this, the customers you selected will be deleted or made inactive.

If you wish to use the purge company data option and start over, you can follow the below steps:

Step 1. First of all, you need to sign into QuickBooks.

Step 2. Now you need to edit the URL and add “/purgecompany” in the end.

Step 3. On the next screen, you will be able to see the details of everything that is being removed. You will have to provide your confirmation by clicking on Yes and then click on OK.

Steps to Delete a Single Customer from QuickBooks

Delete a Single Customer from QuickBooks Desktop

Step 1. Click open QuickBooks Desktop and then click on customers.

Step 2. After this, you need to go to the customer centre > customer Jobs and find the name of the customer you wish to delete.

Step 3. Now you need to click on Edit and click on the “Delete customer Job” option.

Step 4. In this step, click yes on the prompt ‘Are you sure you want to delete this customer job’. Once you are done with it click to close the window.

Delete a Single Customer from QuickBooks Online

Step 1. First, open QuickBooks Online and go to the customers.

Step 2. In this step, click on customer centre and then click on Customers and Jobs.

Step 3. Now select the customers that you wish to delete and click on Edit.

Step 4. After clicking on Edit, click on “Delete customer Jobs“.

The above two processes would let you delete a single customer in QuickBooks Desktop and QuickBooks online. Hope you find the process informative and insightful. Now let us move towards the Frequently asked Questions section.


Need Some one on one QuickBooks Assistance?


What are the process steps to Edit Multiple List Entries for Non-inventory Items in QuickBooks?

First of all, go to the lists and choose item list. After selecting the item list, double-click on the item you wish to update. Now click open the item, change the account to dummy or different account. If you want to update existing transactions for this item, then click on Yes. After that open the item again and change it back to correct account again. Lastly click on save and yes to confirm and update the existing transactions.

Can you let me know how can I Delete Multiple Inventory items in QuickBooks?

You need to start the process by opening QuickBooks and entering your credentials. After that you need to go to the inventory, click on Quick Reports. After that, choose ‘All’ in ‘date’ range. Now you need to choose inventory items to delete and then click on delete.

Can you List down the steps to view Inactive Vendor Records and activating them in QuickBooks?

First, you need to open the QuickBooks and then go to the vendors at the top menu. After that, you need to click on Vendors drop-down menu and select all vendors. Now you can double-click on the name. All the inactive vendors will have an X sign on the left of their names. Now you need to uncheck the vendor is in the inactive box option and click on OK.

Can you please let me know the steps to View Transactions from the Vendor Transactions List?

Start the process by clicking on Expenses on the left panel and then go to Vendors. After that click on the small gear icon above the action column. Now you need to put a check-mark in the ‘include inactive’ box. After that, keep scrolling down until you find the inactive vendor, click on it. You will see the word deleted beside the vendors’ names. Now you need to choose the transaction list tab and can view the accounts/transactions of the inactive vendor.

How can I Restore a Deleted Customer in QuickBooks Online?

You need to navigate to the sales and then go to the customers’ tab. Now you need to click on the small gear icon and choose ‘include active’. Now you need to click on the customers that you previously deleted and now wish to restore. You will find that inactive customers’ status is showing as deleted. Now you need to click on Make active from the upper right corner.

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.

Error Free

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

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
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  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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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:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

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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