How can I delete a client that I duplicated on accident?

I have made the same client twice and just need one gone so I don’t mix them up. 


Hello there, kkb_jrs

Let me provide you the steps on how to delete a duplicate client to make sure you'll have an accurate data in your account.

Before removing a client from your account, please know that you're transferring the billing to the client. To make sure your client won’t be charged, you need to cancel the account right away.

Here are the steps:

  1. Go to the Gear icon, then select Your Account.
  2. Select the checkbox next to the client to cancel.
  3. Choose Transfer Billing from the Batch Actions drop-down list.
  4. Read the notification, then click Continue.

For the detailed steps, you can refer to this article: Add or Remove Clients from Wholesale Billing.

Once completed, cancel the client's QBSE account subscription immediately. After you've performed the processes you've performed, check to see your account if the duplicate client is now completely removed.

Please let me know if you have other concerns about managing your QuickBooks account. I'm just around if you need help.

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