[Note: If you are on Fincent’s Starting, Growing, or Thriving plan, you’ll automatically find customer and vendor data from your QuickBooks Online (Q...

To delete a Customer/Vendor from your Directory: Go to the Directory tab from the Fincent platform. Select the Customer or Vendor you want to delete from...

Deleting a Customer/Vendor is not allowed in the following cases: The Customer or Vendor has linked or connected transactions such as deposits or payments...

[Note: If you are on Fincent’s Starting, Growing, or Thriving plan, you’ll automatically find customer and vendor data from your QuickBooks Online (QBO) ac...