What action must you select to remove a customer in QuickBooks Online?

Prepare for the ProAdvisor Certification Exam with this comprehensive quiz. Use flashcards, multiple choice questions, and explanations for each question to enhance your exam preparation and boost your confidence.

In QuickBooks Online, when you want to remove a customer, the appropriate action is to make the customer inactive. This option retains all historical data related to the customer in your accounting records, which is crucial for maintaining accurate financial reports and historical context.

By marking a customer as inactive, you prevent them from appearing in current lists and reports, which simplifies administration and data management without permanently deleting any important information. This is particularly useful for businesses that might need to reference past customers for audits or inquiries later on.

The other options, such as deleting or removing, would typically imply a permanent action that could result in the loss of customer data, which contradicts the best practices for record-keeping in accounting. Archiving is not an option available in QuickBooks Online for customers, as the focus here is specifically on maintaining data integrity while managing visibility.

Subscribe

Get the latest from Examzify

You can unsubscribe at any time. Read our privacy policy