Remove All Contacts From QuickBooks

by James Antonio

Removing contacts from QuickBooks is no headache and you can effortlessly do it via the QuickBooks Customer Center.

You can choose to remove contacts from QuickBooks at any point in time while using the software within which the data was created.

Remove All Contacts From QuickBooks

This article will further guide you on how to remove all contacts from QuickBooks with the help of some easily comprehensible steps.

What is the Removal of all Contacts from QuickBooks?

Since QuickBooks is all about managing your business’s finances to the next level, the software also carries some of the most poignant features that users have desperately felt the need for. On QuickBooks, not just enabling you to organize and view critical information related to your contacts, you can now even consider removing their data from the software.

At any point in time, the contacts which are not active for a prolonged period of time, you can consider removing them from your QuickBooks account.

The basic function of removing contacts from QuickBooks is to permanently take off the respective data from the software.

In case, you do not wish to let the entire data of the contacts wipe out from your QuickBooks account, you can consider hiding the contacts as well.

Read further to understand why and how to remove contacts from QuickBooks.

Why do you need to Consider the Removal of Contacts from QuickBooks?

At times, you might need to hide or remove obsolete contacts data that you no longer need from QuickBooks. This data bundle can include information on contacts who might be your clients or customers.

Too much heaped data leads to confusion and can interfere with your daily activities on QuickBooks.

Thus, you would need to let go of some of your ‘no longer needed’ contacts from QuickBooks. Most importantly, one of the best advantages of removing contacts on QuickBooks is that you don’t necessarily need to remove an entire list; you can choose individual contacts or make a group list of contacts to remove or hide from QuickBooks.

Let’s help you to surf through the quick steps involved in removing contacts from QuickBooks.

How to Remove All Contacts from QuickBooks?

If you wish to remove a customer from your QuickBooks account, all you need to do is to make them inactive. It would hide the respective contacts from the menus and lists.

One thing to note here is that, even though a customer or contact is made inactive, yet you would be able to see the transactions on reports that were associated with them. While viewing transactions of an inactive contact, it would show as “Name (deleted).”

Apart from the above-stated, there is also another associated heads-up fact to be kept in mind while removing contacts from QuickBooks, which is that if you are deleting a parent customer, it would automatically delete its respective sub-customers as well.

Here are the quick steps to understand for removing contacts from QuickBooks account:

Steps to Remove Contacts From QuickBooks

Step 1: Visit the Sales Menu.

Step 2: Tap on Customers.

Step 3: Choose the respective customer’s name to view their profile.

Step 4: Choose Edit.

Step 5: Hit Make Inactive and select Yes for confirming the same.

On QuickBooks, you do have the option of inactivating contacts from the Edit Customer, however, this is a time-consuming process. For an easier process that helps you in hiding a large chunk of inactive contacts, follow the steps explained further.

Rather than taking the long route of removing or hiding contacts one at a time on QuickBooks you can instead choose multiple contacts and make them inactive altogether.

Check out the below-stated steps that further helps you to understand this better:

Group Inactivation of Contacts in QuickBooks

Step 1: Visit the Sales Menu.

Step 2: Tap on Customers.

Step 3: Tap on Customers and Jobs.

Step 4: Under the drop-down, choose All Customers.

Step 5: Take your cursor over to the customer which you plan to make inactive and click the cursor when changes to an X.

Step 6: Choose the other contacts similarly, and exit the Customer Center window.

Reactivating Contacts in QuickBooks

Step 1: Visit the Sales Menu.

Step 2: Tap on Customers.

Step 3: Choose Settings and mark on the checkbox saying include inactive.

Reactivating Contacts in QuickBooks

Step 4: Locate the inactive contact which you wish to retrieve as an active contact.

Step 5: Under Action, choose Make Active.

Hope this article has made a significant contribution to your tireless query on how to remove all contacts from QuickBooks.


Need Some one on one QuickBooks Assistance?


How can I Remove Contacts from QuickBooks which I have Synced with MS Outlook?

If you wish to remove contacts from QuickBooks that you have synced with MS Outlook or any other third-party program, you would first need to mark them as inactive.

When you mark these contacts as inactive, it won’t delete them from your QuickBooks account and would restrict them to appearing only in the Customer list.

Why am I still Seeing the Contact which I have made inactive on QuickBooks?

If you are facing any issue, where you are still seeing the contact/contacts that you have had successfully made inactive, this might be because of having duplicate contacts.

If your QuickBooks account has duplicate contacts, then while making inactive, only one would be made inactive and the other one remains in the existing data.

To resolve this, you need to merge duplicate profiles and then mark them as inactive.

How to Merge Duplicate Customers Profiles?

For merging duplicate contacts’ profiles, check the steps furnished below for your assistance:

Visit the Sales Menu.
Tap on Customers.
Choose the profile that you no longer need.
Tap on Edit.
On the display name, input the final name for the respective profile that you wish to retain.
Choose Save and tap on Yes to confirm.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

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Customization

Customization

Supported Entities/Lists

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

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Receive Payment
Estimate
Credit Memo/Return Receipt
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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

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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.


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


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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.


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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.

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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.

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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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