How can you delete a customer in QuickBooks?

Study for the QuickBooks ProAdvisor Exam with flashcards and multiple choice questions. Each question includes hints and explanations to aid your understanding. Boost your confidence and prepare for success!

In QuickBooks, deleting a customer is done by selecting the customer in the list and then choosing the "Delete" option under the Edit menu. This process ensures that the customer record is completely removed from the system. When a customer is deleted, all associated transactions are typically affected as well, making it a significant action that needs careful consideration.

Using the Edit menu for deletion is a straightforward approach that allows users to easily navigate to the customer they wish to remove and execute the deletion with just a few clicks. This method is commonly used and recognized as the standard practice within QuickBooks.

The other methods mentioned do not reflect the correct procedure for deleting a customer in QuickBooks. Archiving a customer typically retains the customer's information for future reference without permanently deleting it. Right-clicking on the customer name does not typically provide a "Remove" option in standard QuickBooks applications. The Batch deletion tool is not a standard feature for managing customer records and would not facilitate the deletion of individual customer entries.

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