Quick summary
Deleting a contact in Xero is done by archiving them through the Contacts menu, which removes them from your active directory while preserving their transaction history. This six-step process takes under a minute and can be completed directly from the Xero dashboard.
Steps
- On the Xero main dashboard, click Contacts in the top menu bar.
- Select All Contacts from the dropdown list of options.
- Find the contact you want to delete and click the More Options button next to their name.
- Tap Archive from the options that appear.
- Click Archive one more time to confirm your request.
- The selected contact will now be removed from your Xero directory.
