Making a customer inactive in QuickBooks Online and from Kickserv

When you feel you want to delete a customer, the better options are:

• Tag it

• Or to make it inactive.

As a Kickserv best practice, we recommend never deleting data.

The following steps work whether if you have the "Edit contacts in Kickserv" option or the "Edit Contacts in Quickbooks" option.

So, what you need to do is make the customer inactive directly from QuickBooks and then run the sync:

• Go to the customer record

• Click on "Edit"

• Click on "Make inactive" at the bottom of the customer record

• Run the sync

If you make inactive from Kickserv, nothing will happen with the customer in QuickBooks when you sync it.

When you make the customer inactive it will look like this on QuickBooks:

You will still be able to see the customer if you include the inactive contacts on the Customers tab. To see this go to the Customers tab, click on the gear icon, and then click on "Include Inactive".

And your customer record will look like this in Kickserv:

If you still want to delete the contact, you can do it directly from Kickserv (Customer record Edit contact Delete), but have in mind this won't affect the contact on QuickBooks. If you delete it, remember to make it inactive also in Quickbooks.

If you want to know how to make your customer active again, click on the link.

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