🗑 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.

⚠️ Important: File Deletion is Permanent

Files in Client Hub are not duplicated.

Deleting a QuickBooks or Xero Client Task will permanently remove any files associated with that task from all locations in Client Hub, including the File Manager.

If you need to keep a file, download a copy to your device before deleting the task.

For full details on how files behave, see: 📂 How to Reopen Client Tasks (and What Happens to Uploaded Files)

🛠 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