How can I delete a QuickBooks or Xero client task?

Sometimes there is no longer a need to get an answer from the client on a QBO or Xero Client Task that is still in Client Hub.

To Delete one of these client tasks -

  1. Click on the row to open the detail of the Client Task in the right panel
  2. At the top of the right panel, click the "..." menu and under Actions, click Delete Task

qbo itesm delete.jpg

Jan 17, 2025

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