This free QuickBooks instructional exercise will tell you the best way to erase a client from the Customers and Jobs list in QuickBooks Pro 2013. Be prompted that you can possibly erase a client if there are no positions or exchanges related with that client. In the event that there is an exchange related with the client, you can make it idle. You can figure out how to make a client idle in Lesson 11. play out the accompanying advances:
1. Snap the Customer symbol on the symbol bar, or snap Customer on the menu bar, at that point click Customer Center.
2. Right-click on the client that you need to erase, at that point click Delete Customer Job. Keep in mind, this must be done if there are no positions or exchanges related with the client.
3. Affirm that you need to erase the client.
4. The client Dewey Duck has been erased.
There are two ways on how to delete a customer.
Option 1:
1. Go to the Sales menu at the left panel, then pick the Customers tab.
2. Choose a customer, then on the Customer Details tab, click Edit.
3. Select Make inactive at the button, then Yes to confirm the deletion.
Option 2:
1. Go back to the Customers tab, then put a check mark on the box beside the customer's name.
2. Click the Batch actions drop-down, then choose make inactive.
3. Select Yes to confirm the deletion.
There you have it!
I hope both these methods will be helpful!
Mark Wilson