🗑 How to Delete a QuickBooks or Xero Client Task

Sometimes, a QuickBooks Online or Xero Client Task in Client Hub is no longer needed—maybe the transaction was corrected directly, or the request is no longer relevant. In these cases, you can manually delete the task to keep your workspace clean and up to date.

🛠 Steps to Delete a QBO or Xero Client Task

1. Open the QuickBooks or Xero Item

   Click on the task row to open its details in the right-hand panel.

2. Click the Actions Menu (⋯)

   At the top of the panel, click the "⋯" (Actions) icon.

3. Select "Delete Task"

   From the dropdown menu, choose Delete Task.

💡TIP: If there are multiple items, you can click the checkbox next to the items and use the Actions button in the upper left, and select