Worried about how to delete a customer in QuickBooks? QuickBooks is an accounting software developed by Intuit and helps businesses to keep track of expenses, transactions, and customer lists. Here, you can learn how to delete a customer in QuickBooks online.
-
Open QuickBooks and log in to your company file with the necessary permissions to delete customers.
-
Navigate to the "Customers" menu option at the top of the screen and select "Customer Center" from the drop-down menu.
-
In the Customer Center, locate and select the customer you want to delete from the list of customers.
-
Once you have selected the customer, click on the "Edit" button at the top of the Customer Center window.
-
The customer's information will appear in an editable form. Review the information to ensure you are deleting the correct customer.
-
Click on the "Delete" button located at the bottom of the Edit Customer window. A confirmation message will appear, asking if you want to delete the customer.
-
Read the confirmation message carefully and ensure you have selected the correct customer. If you're sure you want to delete the customer, click on "OK" to proceed with the deletion.
-
QuickBooks will delete the customer and all associated transactions, such as invoices, payments, and estimates, which are linked to that customer.