QuickBooks software provides a facility to its user to add, remove, and edit the accounts or user as per your convenience to your work.
Delete || Add QuickBooks User’s
There is a time that comes for each and every organization to manage the users such as addition, deletion, modifications, etc. Man unused accounts are also available in QuickBooks which needs to update after some time. In this article, we will cover steps on how to delete the unused user in QuickBooks.
How to Delete a User in QuickBooks?
If you delete a user it will not delete its activities from the activity log. You can follow the below steps to delete any user;
- Click on the Gear icon
- Under your company, options go to Manage user options
- At the right side of the user name, select edit drop-down under the action column and then delete the user
- If any confirmation message is coming, click on yes
- Once the user is deleted you will get the confirmations message
With besides of this activity, you can also invite a new user, for more help follow the below steps to get it done easily.
How to Add a New User?
- Go to settings
- Then manage users
- If you are not able to choose above option manage users it means you are not authorized to manage another user, for the same contact to admin
- Select the Add user
- Select the user type
- Elect more option a per you are selecting the option type
- Enter the new user name and email address
- Click on save
How to Delete a Customer in QuickBooks?
You can delete any user in 2 ways as listed below.
- Go to Sales Menu at the left panel
- Pick the customers tab
- Select a customer, after that edit the customer details tab
- Select the make Inactive button
- Click on yes for the confirmation
- Go to the customer tab
- Select the customer’s tab which you want to delete
- Select batch actions dropdown
- Select make inactive
- Select yes for the confirmation
Deleting the accounts that are no use in the QuickBooks is beneficial for your account to remain clean.
After deleting an account QuickBooks mark them as inactive and it will not show to you. Sometimes many of us delete the accounts accidentally. In that case, you can also recover the accounts but for that, there is a slightly different process. QuickBooks have many services and options for the user and solving all the issues and handling QuickBooks properly without any advice is slightly impossible. Don’t wait to let the issues s come to get the QuickBooks Expert and be expert in handling QuickBooks.
For more information, or if you have deleted the account accidentally and you want to recover the same, simply call us at helpline number(Given on Screen) and our experienced and trained experts help you to get out of that issue. QuickBooks ProAdvisor are professional and trained in a way so that they can handle your issues and queries in a proper manner with many options. Just get in touch with the team and get all your queries and issues solved.