How would you delete a customer in QuickBooks Online?

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To delete a customer in QuickBooks Online, you would go to the customer's profile and select the "Delete" option. This process is straightforward and allows you to remove a customer from your records completely. It helps keep your customer list tidy by ensuring that you do not keep entries that are no longer needed.

This method is efficient because it directly addresses the specific customer entry, and once deleted, all details associated with that customer are removed from the system. This can be particularly useful in situations where a customer is no longer relevant to your business, ensuring that your data remains current and manageable.

The other methods noted do not actually delete the customer's profile. Changing their status to inactive, for instance, retains the customer's information in the system but prevents them from appearing in lists for transactions, which can still clutter your data. Contacting customer service for deletion adds unnecessary steps and is not a standard practice for handling customer records in QuickBooks Online. Finally, removing all transactions related to a customer could be a complex and time-consuming task—this does not directly delete the customer profile itself, and there may be far-reaching implications to undoing transactions. Hence, using the delete option from the profile is the most appropriate and efficient method.

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