QuickBooks Tutorial 2-4: Removing a Customer

Intro: You can remove a customer or job that you no longer want to see lurking around on your Customer:Job list. Once removed, the customer or job is permanently deleted from your company records.

Step 1: Open the Customer Center
Click the Customer Center icon on the toolbar or press Control J. The Customers & Jobs List appears. This list includes a column for Customer (and optional Job) names and a Balance Total column which displays the total amount the customer owes you. Click any customer or job name to see detailed information about that customer and job..

Step 2: Select a Customer or Job to Remove
Click on a customer name or job name that you wish to remove. You cannot remove a customer if there are jobs listed beneath the customer name – you will have to remove the jobs first. You cannot remove a job or a customer if there have been any transactions associated with this customer or job entered in any of your QuickBooks forms.

Step 3: Give the "Delete!" Command
Right-click on the Customer or Job name that you want to delete. A pop-up menu will appear and from this menu you should choose Delete Customer:Job. If you like to do things the keyboard way, you can press Ctrl+D instead of using the menu.

Step 4: Confirm this Deletion
QuickBooks wants to make sure you know what you're doing here, so you have to click OK when the Delete Customer:Job box appears. If you go soft and decide you want to keep this customer or job on the list after all, click the Cancel button and the customer or job receives a reprieve (for now!).

Step 5: Oops! No Deleting Allowed!
QuickBooks has detected that at some time in your past you entered into a transaction with this customer or relating to this particular job. Since you've entered the customer or job name on a form somewhere in the past, you can't delete this customer. But see the next tutorial for a trick that will let you do the next best thing: Hide the customer! Meanwhile, click Cancel and this warning window will disappear.

 

Upcoming CPE Webinars

Jul 31
In this session Excel expert David Ringstrom helps beginners get up to speed in Microsoft Excel. However, even experienced Excel users will learn some new tricks, particularly when David discusses under-utilized aspects of Excel.
Aug 5
This webcast will focus on accounting and disclosure policies for various types of consolidations and business combinations.
Aug 20
In this session we'll review best practices for how to generate interest in your firm’s services.
Aug 21
Meet budgets and client expectations using project management skills geared toward the unique challenges faced by CPAs. Kristen Rampe will share how knowing the keys to structuring and executing a successful project can make the difference between success and repeated failures.