What steps should be followed to delete a customer in QuickBooks Online?

To delete a customer in QuickBooks Online, the appropriate steps involve navigating to the list of customers, locating the specific customer you wish to delete, and then choosing the option to edit that customer's details. Within the customer edit screen, there is a “Delete” option that allows you to remove the customer from your records.

This method is straightforward and ensures that you are following the correct protocol for managing customer data in QuickBooks Online. It maintains the integrity of your customer list by requiring an intentional action (editing) before deletion, which is a safeguard to prevent accidental deletions.

Other methods listed are either not applicable to customer management in QuickBooks Online or involve unnecessary steps. For instance, contacting support is generally reserved for more complex issues rather than straightforward tasks like deleting a customer. Similarly, deleting a customer via reports or directly from a file without utilizing the edit option does not align with QuickBooks' operational procedures.