https://help.myob.com/wiki/x/H7XMAQ

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0

1

2

3

4

5

Very dissatisfied

Very satisfied

Why did you give this rating?

It's hard to find information

Instructions are hard to follow

Content isn't detailed enough

It doesn't fix my software problems

Anything else you want to tell us about the help?

Not available in AO New Zealand

A client can be removed from your system when you no longer require their details.

This feature is not available in AO New Zealand; you can close the client instead. See Closing a client.

We recommend you close a client instead of deleting it, as this process cannot be reversed! If you decide to delete a client from your database, ensure you retain copies of all relevant documents from Practice Management and Tax.

To delete a client (without Practice Manager)

Click on the Main tab of the client.
Click Convert to contact in the Tasks bar. The message Are you sure you want to convert this client to a contact appears.
Click Yes. The Main tab of the contact is displayed.
Click Delete contact in the Tasks bar. The prompt Are you sure you want to delete this contact appears.
Click Yes. The Find Clients page appears and the client has been deleted.

To delete a client (with Practice Manager)

Find and open the client you want to close. See Finding and opening clients and contacts.
Click Delete client on the Tasks bar. The Delete Client Confirm message is displayed.
Click Yes. The client is removed from the database.

Deleting clients with assignments

You cannot delete a client if there are assignments assigned to it. If you wish to delete the client, you will need to remove the assignments from the client first.

Open the client and go to the Assignments tab.
Click on the Name hyperlink to open an assignment. The Main tab is displayed.
Click Delete assignment on the Tasks bar. The message Are you sure you want to delete this assignment appears.
Click Yes. The Assignments tab appears.

If the deleted assignment still appears, click the Refresh icon in the Tasks bar.
Repeat 2 and 3 for any remaining assignments.
Go to the Main tab of the client.
Click Delete client on the Tasks bar. The Delete Client Confirm message is displayed.
Click Yes. The client is removed from the database.