How to Delete a Customer in QuickBooks?

How to Delete a Customer in QuickBooks

Quickbooks allows users to keep track of their clients, vendors, and transactions in a streamlined manner. However, there may be situations where businesses/individuals need to delete a customer from a Quickbooks account.  

Whether it’s because the customer is no longer doing business with you, or you accidentally entered their information twice, it’s essential to know how to delete a customer in QuickBooks without causing any data loss or errors in your financial records. 

In this article, we will guide you through the process of deleting a customer(s) in QuickBooks, step-by-step, so you can ensure your financial data remains accurate and up-to-date.

How to get rid of Unwanted Customers in QuickBooks?

There are two ways to do away with the customers you don’t want to be listed in the software:

  • Hide them with their data from the company file
  • Delete them Completely

How to hide customers in Quickbooks

QuickBooks allows you to either hide those customers, including all the data from the corporate file, or completely erase them from your records. Customers can be removed both from desktop and Quickbooks Online at your discretion. The steps for the same are listed below.

In QuickBooks Online

If you wish to hide them, here are the steps to follow:

  • Navigate to Customers & Leads (or Sales), then click the Customers tab.
  • Check the list of unwanted customers.
  • Choose “Batch actions” from the menu.
  • Choose “Make inactive”.
  • After choosing the other clients you wish to deactivate, close the “Customer Center” window.

In Quickbooks Desktop

Although customers in QuickBooks may be deleted by users, hiding them might simplify the work. Files associated with a customer can be stored while they are hidden, whereas if they are deleted, all associated information is lost forever. 

Therefore, consider the following procedures if you want to know how to hide a customer in QuickBooks Desktop:

  • Choose Customers on the upper menu bar.
  • Customer Center can be chosen from the drop-down menu.
  • Navigate to the Customers and Jobs tab.
  • Set the filter to All Customers.
  • When the pointer changes to an “X,” click after moving the mouse over the client you wish to declare inactive.
  • After choosing the other clients you wish to deactivate, dismiss the Customer Center window.

Although the inactive profiles aren’t fully wiped from the database, you won’t see them when you make a transaction. Delete customers in QuickBooks and make an adjustment item to zero off the balances if there are any outstanding open bills.

How to Permanently Delete a Customer in Quickbooks?

To permanently delete a customer in QuickBooks, follow these steps:

  1. Click “Customers” on the upper menu bar.
  2. Customer Center can be chosen from the drop-down menu.
  3. Navigate to the Customers and Jobs tab.
  4. Click on the client’s name.
  5. To delete a customer, either pick Edit > Delete Customer from the menu or use the Ctrl and D keys on your computer.
  6. A warning message will appear telling you that this action is irreversible and that all data related to this customer will be deleted permanently. 
  7. Click OK to confirm.

It is important to note that once a customer is permanently deleted, you won’t be able to recover any data associated with them.

How to Bulk Delete Customers in QuickBooks?

To Bulk Delete Customers in QuickBooks at once, follow the given steps: 

  • Open the accounting program.
  • Choose “Sales” from the options on the left.
  • Click on “Customers“.
  • Choose the clients.
  • Choose “Edit” from the menu.
  • Now, select “Make inactive” from the menu. You may find this option towards the bottom. Your client will be inactive or deleted.

It is important to be aware that you might not always be able to bulk delete customers in QuickBooks, especially if you have a fresh account with a 90-day grace period.

But, you can always clear the data and start anew. Your QBO account will return to its initial status after doing this.

How can customer transactions be removed from QuickBooks?

If you ever need to remove a certain customer’s payment, you can do it without any difficulty. If needed, you can apply it to the exact invoice again. The procedures to cancel a client payment in QuickBooks Online are as follows.

  • Choose “Customers” from the menu.
  • Click “Payment” once you have identified all of the payments.
  • then select the “More” option at the bottom.
  • Press the “Delete” button.

In conclusion, deleting customers in Quickbooks is a straightforward process that can be accomplished in a few clicks.

It is important to note that you are allowed to delete customers in QuickBooks and have no transactions associated with them.

If a customer has transactions such as invoices, payments, or estimates, you will need to delete those transactions first before deleting the customer. 

Furthermore, once you have deleted a customer’s account and financial data from Quickbooks, this action cannot be undone. Therefore, it is essential to review and double-check before deleting a customer’s financial data to avoid any unintentional loss of important information. 

Frequently Asked Questions

Q. How do I mass Delete customers in QuickBooks online?

Ans. First, open QuickBooks and then click on Customers & Jobs and Customer Center. Choose the customer name you want to remove then follow the onscreen instructions.

Q. How do I edit multiple customers on QuickBooks desktop?

Ans. Open the Add/Edit Multiple List Entries window and Choose the list you wish to work with by clicking the List drop-down arrow.

Q. How do I remove a client from QuickBooks?

Ans. Log in as an admin to QuickBooks Online Accountant. Choose the clients you wish to remove. Choose Permanently Delete from the Edit client dropdown.

Q. How do I add or Delete users in QuickBooks?

Ans. Open QuickBooks, choose Settings, then go to Manage users and stick to the Add or Remove guidance provided.

Can you bulk delete customers in QuickBooks?

Yes, clients in QuickBooks Desktop Can Be Deleted in Bulk Choose Customers & Jobs and Customer Center. To delete a client, click on their name. Select Edit and follow the written steps.

Is there a way to delete multiple entries in QuickBooks online?

Go to the Accounting menu on the left panel. Then, choose a Chart of Accounts. Click View beside the account to select the transactions and delete.

How do I batch-delete customers in QuickBooks?

Click the Customers tab after going to Customers & Leads. Customers can be chosen from the list. Choose “Make Inactive” from the list of available Batch actions.

How do I manage multiple clients in QuickBooks Online?

Signup with QuickBooks. Choose Manage Users by going to the Gear icon.

How do I edit the customer list in QuickBooks?

Navigate to ​Get paid & pay ​​​or Sales, then Customers (Take me there). The customer profile you wish to delete is selected and opened. Select Edit.

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2 years ago

I was wondering how I can remove multiple customers at once. Thanks to this blog. It helped me to delete several inactive customers in QuickBooks.