- #How to delete customers in quickbooks pro 2008 for free#
- #How to delete customers in quickbooks pro 2008 how to#
#How to delete customers in quickbooks pro 2008 for free#
Did we mention you can try Method for free today? Give it a shot – your accountant will thank you. Best of all, when your lead becomes a bonafide customer, the real-time sync will input the new customer directly into QuickBooks without you having to do it twice! Ta da!Īll your data in one place, and you’ll never have to delete customers from QuickBooks ever again. A CRM is designed to help you keep track of all your business interactions (like following up with interested leads), freeing up your QuickBooks to take care of your accounting. The answer? Using a CRM that syncs with QuickBooks (like Method!). Now, here’s the good news: there’s a much better way to track leads without creating extra data entry for yourself, and without driving your accountant crazy. In QuickBooks Desktop, you can delete customers if they don’t have any transactions, and in QuickBooks Online, you can’t delete them at all! But here’s the bad news: if those leads have to be removed, you might end up in hot water. Select your customer from the list, then select Edit. You can use notes to enter additional information in your vendors, customers, employees, and contact list reports.
#How to delete customers in quickbooks pro 2008 how to#
Often, as you grow your business and collect more leads, business owners will keep track of them in QuickBooks. Learn how to add and use notes in QuickBooks Online. Uh oh.Ī lead is a potential customer that doesn’t have any accounting data (because they haven’t bought anything yet). But there’s also a good chance you’re using it not just to track your customer accounting, but also to track your leads. QuickBooks Desktop and QuickBooks Online are among the top-rated accounting software packages in use by small businesses today, and if you’re reading this, there’s a good chance you use it too.
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