How to remove old customers from Quickbooks

Started by jlfulcherjr, May 03, 2010, 09:02:32 AM

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jlfulcherjr

What is the best solution for removing old customers From quickbooks database?

qbsrox

Once there is transactional history, you cannot delete a name.  There are two options:

1)  Start a fresh file

2)  Merge existing customer names.  For instance; run a report for 2007 Customers, Create a 'Customer' name for '2007 Customers.'  Edit the individual customer names to this new name  & Save.  Click through the warnings.  NOTE - This can NOT be UNDONE - be SURE to have a back-up (or two) before proceeding..

The merging is a manual process, but it goes pretty quick.  You will hear a sound that reminds me of a camera shutter when the accounts merge.

I cannot stress enough the need for a back-up (or two) before this process is started.  It's also a good idea to run the file rebuild once complete (in QuickBooks).
Rox
Certified QuickBooks Pro Advisor
www.consulting4qb.com