To remove all contacts from QuickBooks, you are first required to navigate to the Sales menu. Changes are to be made under the Customer tab. However, deleting these contacts and making them inactive are two different actions and both have their significance. You only have the option to mark them as inactive contacts. This reduces your efforts when you again have to save these contacts, all you need to do is to mark them active when they are again in use.
Apart from that, users try to remove all contacts from QuickBooks to avoid clutter in the database. Before you start the process of removing or deleting contacts in QuickBooks, you must remember that once deleted, these contacts will never be retrieved. So, you must follow the steps given below very carefully, and double-check the contact details before you delete them permanently delete it.
Why do you need to Consider the Removal of Contacts from QuickBooks?
At times, you might need to hide or remove obsolete contact data that you no longer need from QuickBooks. This data bundle can include information on contacts who might be your clients or customers. Too much heavy data leads to confusion and can interfere with your daily activities on QuickBooks.
Thus, you would need to let go of some of your ‘no longer needed’ contacts from QuickBooks. Most importantly, one of the best advantages of removing contacts on QuickBooks is that you don’t necessarily need to remove an entire list; you can choose individual contacts or make a group list of contacts to remove or hide from QuickBooks.
Let’s help you surf through the quick steps involved in removing all contacts from QuickBooks.
How to Delete/Remove All Contacts from the Audience in QuickBooks?
Use the All Contacts page to remove contacts from your audience in bulk when the time comes. Go to the Contact Table after seeing the contact’s profile page to remove a single contact:
Delete Contacts from Audience in Bulk
If you want to delete contacts in bulk from the contact table, follow the steps given below:
- Step 1: After selecting Audience, select All Contacts.
- Step 2: Select the desired audience to work with by clicking the Current Audience drop-down menu if you have several audiences.
- Step 3: Select and add a tick mark on the box placed next to each contact that you wish to delete.
- Step 4: Select Delete Contacts after clicking the three vertical dots.
- Step 5: Select “They asked me to and I must comply with privacy laws like GDPR/CCPA” from the Review delete versus archive pop-up window, then click Continue to delete.
- Step 6: Select the statement “I understand that these contacts cannot be re-imported again” in the Permanently Delete Contacts pop-up window.
- Step 7: Lastly, you will have to click on the Permanently Delete button after entering PERMANENTLY DELETE.
Delete Single Contacts From the Audience
Here are the steps that you must follow to delete the single contact information from the profile page:
- Step 1: After selecting Audience, select All Contacts.
- Step 2: Select the desired audience to work with by clicking the Current Audience drop-down menu if you have several audiences.
- Step 3: To view the contact’s profile, click on them.
- Step 4: Press and hold the three vertical dots, then select the Delete button.
- Step 5: In the pop-up modal, you will have to choose the Permanently Delete button, and then click Permanently Delete Contact to finish the process.
Related Post: How to Delete Multiple Transactions in QuickBooks
Need Someone on One QuickBooks Assistance?
Frequently Asked Questions
How can I Remove Contacts from QuickBooks which I have Synced with MS Outlook?
If you wish to remove contacts from QuickBooks that you have synced with MS Outlook or any other third-party program, you would first need to mark them as inactive.
When you mark these contacts as inactive, it won’t delete them from your QuickBooks account and will restrict them to appearing only in the Customer list.
Why am I still Seeing the Contact which I have made inactive on QuickBooks?
If you are facing any issue, where you are still seeing the contact/contacts that you have had successfully made inactive, this might be because of having duplicate contacts.
If your QuickBooks account has duplicate contacts, then while making it inactive, only one would be made inactive and the other one would remain in the existing data. To resolve this, you need to merge duplicate profiles and then mark them as inactive.
How to Merge Duplicate Customers Profiles?
How do I inactivate QuickBooks’ contacts in the Group?
If you want to inactivate a group of contacts in QuickBooks, you will first have to visit the Sales menu. After this, you are required to click open the customer’s tab and then select the Customers and Jobs option. A drop-down menu will be displayed, you must choose All Customers. Select each contact one by one and then leave the Customer Center Window to confirm your actions.
I have accidentally made a contact inactive on QuickBooks. How do I fix this action?
To reactivate contacts in QuickBooks, you are required to visit the Sales menu bar and then select the Customers menu. Here you will get to option to select the Settings menu and tick mark the box that says Include Inactive. Now, you must look for the inactive contact that you would want to mark as active now. Lastly, click on the Make Active button to confirm the changes you have made.
Are there any prerequisites to start the process of removing all contacts from QuickBooks?
You are required to export the audience prior to performing any actions that delete the contacts in bulk. This is an important task to perform because once you delete these contacts, you will no longer get the opportunity to retrieve the details. However, there already is an option to archive, hide, or inactivate the contacts in QuickBooks. So, unless and until there’s a serious requirement for the same, there’s no need to delete the contact.
Can I delete multiple contacts at once in QuickBooks?
Yes, you can delete multiple contacts at once by going to the “All Contacts” page under the Audience menu. Select the audience you want to work with, check the boxes next to the contacts you want to delete, and follow the on-screen instructions to permanently delete it.
What happens if I permanently delete a contact in QuickBooks?
When you permanently delete a contact The data cannot be recovered or recovered. We recommend double-checking before deleting and considering other options, such as marking inactive or archiving, If you need your information in the future.
Is there a way to view deleted contacts in QuickBooks?
No. Permanently deleted contacts cannot be viewed or recovered in QuickBooks. However, only if you mark them as inactive. You can view it by enabling the option “Include inactive” under the customer menu. For a more detailed step-by-step guide, you can refer to the article given above.
Can I retrieve a contact after it has been marked as inactive in QuickBooks?
Yes, you can easily retrieve contacts that have been marked as inactive by going to the Customer menu and selecting the option “Include inactive contacts”, then selecting inactive contacts and clicking the button “Make Active”.
What should I do if I need to delete a contact due to privacy regulations?
If you need to delete contacts to comply with privacy laws such as GDPR/CCPA, make sure the option indicating privacy compliance is selected when requested. This ensures that your operations comply with legal requirements.