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  • Is it possable to delete customer information under Invoices?
M
mforshee64-gmail
Forum|Forum|2 years ago
January 16, 2024
Question

Is it possable to delete customer information under Invoices?

  • Forum|Forum|2 years ago
    January 16, 2024
  • 1 reply
  • 2 views
No text available
  • QuickBooks Self-Employed

1 reply

A
AileneAModerator
Moderator
Forum|Forum|2 years ago
January 17, 2024

Hi there, mforshee64.

 

When deleting customer information in QuickBooks, you will have to manually delete the information in the invoice, which involves finding the specific data you wish to remove and deleting it individually.

 

To do this, navigate to the Invoice, and under Add customer dropdown, select the customer and click Edit customer info. Once you have clicked the edit button, delete the information you want to delete so it won't appear in the invoice. Click Save once done. 

 

Once you delete a customer's information from their profile will no longer appear when you create an invoice. If you accidentally delete the wrong information, you may need to re-enter it manually. Double-checking before deleting customer information is always a good idea to avoid potential mistakes.

 

  

 
If you want to know more about how to create and personalize invoices in QBSE, please refer to this article: Create invoices in QuickBooks Self-Employed. 

 

Additionally, you can set up online payments so your customers can pay you for their invoices electronically. To activate QuickBooks Payments, select the Set up payments option while creating an invoice in QBSE. 

 

Let me know how it goes or if you run into a different situation by adding a reply below. I'd be happy to help. Have a great day!

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