This video covers how to set a customer as inactive in QuickBooks Online and bring that change to your customer list in Kickserv. While we do recommend utilizing the inactive option, we will still cover how to fully delete them as well.
Points of interest in video:
Best practices:
:05
How to set a customer as inactive in QuickBooks Online and running the sync:
:27
How to include inactive customers when searching QuickBooks Online:
1:01
How to delete customers:
1:18