If you have a customer that you no longer need or want in your business, deleting them from QuickBooks can be a quick and easy process. Here are the steps:
- Open QuickBooks and select Customers from the main menu.
- Select the customer you want to delete and click the Delete button on the toolbar.
- QuickBooks will ask you to confirm your decision. Click Yes to delete the customer, or No if you want to keep them in your database but change their status to inactive.
- If you choose No, QuickBooks will ask you why you don’t want to delete this customer. Type a brief explanation in the text box and click OK.
- The customer will now be marked as deleted in your database, and any transactions associated with them will be cancelled automatically. ..