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Help to Mass Delete Customers from new database w/ Quickbooks Online Version

Last post 01-16-2015 2:11 PM by Method_Justin. 2 replies.
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  • 01-14-2015 11:54 PM

    Help to Mass Delete Customers from new database w/ Quickbooks Online Version

    Hello, 

    It seems like there is no way that I can delete all customers and completely reset my database?   Can you help me get that done?

    I made a mistake and imported 2500ish records as CUSTOMERS not LEADS and now it is completely toast.

    I do now understand how to get it done properly but I need the current/old data dumped before I (correctly) enter the new leads...

    Any help much apprecated.

    Kent

  • 01-15-2015 1:49 PM In reply to

    Re: Help to Mass Delete Customers from new database w/ Quickbooks Online Version

    Hi Kent,

    Did you have any customers in QuickBooks before the import, or was it a brand new QuickBooks account? If you already had customers, those would also get deleted.

    Let me know and we'll proceed from there.

    - Justin

    Justin Henderiks
    Technical Sales Specialist
    Method Integration Inc.
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
    Fax: 416.640.6027
    E-mail: j.henderiks@method.me
  • 01-16-2015 2:11 PM In reply to

    Re: Help to Mass Delete Customers from new database w/ Quickbooks Online Version

    Answer

    Hi Kent,

    Because of the way QBO works, it is not actually possible to delete a customer. They are simply made inactive and marked as "(deleted)".

    The only way I can think to fix this would be to figure out the RecordIDs for the Customers you imported and use the Import/Export Tool to mass-update them all, changing their names to something like "Deleted 0001", "Deleted 0002", etc. and making them all inactive. You could then re-import your original list as Leads, because their names would no longer be present in the table.

    - Justin

    Justin Henderiks
    Technical Sales Specialist
    Method Integration Inc.
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
    Fax: 416.640.6027
    E-mail: j.henderiks@method.me
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