How to Merge Customers in QuickBooks

  • Quickbooks

You might find yourself in a situation where the same customer has been added to your customer list multiple times due to mistakes or miscommunication. When this happens, QuickBooks provides a simple solution to merge duplicate clients.

Before merging customers, check to see if those customers have any sub-customers. If they do, change those sub-customers into regular customers beforehand. You can simply uncheck the ‘Is a sub-customer’ checkbox on the sub-customer’s profile.

To merge duplicate customers in, you can follow these steps:

  1. Go to Customers and open the custom profile that you want to merge into another profile.
  2. Select Edit.
  3. Copy and paste the name of the duplicate profile in the Customer display name (it must be an exact match).
  4. Click on Save.
  5. You will be prompted asking to merge the two profiles. Click on Yes.
  6. The two profiles are now merged.

This same process can be used for entries in your Chart of Accounts, Item List, Vendor List, and Employee List. Simply edit the name of one entry to match that of another, and you’ll be asked if you wish to merge the two entries.

R&D Offer Quiz

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Answer to find out if you're eligible for R&D tax credits.

Do the activities performed relate to a new or improved business component’s function, performance, reliability, quality, or composition?(Required)
For Example: A mid-sized packaging company develops a slightly modified cardboard box design to improve its stacking strength (reliability) for warehouse storage, involving minor adjustments to the corrugation pattern to reduce collapse under standard weight loads.
Is your company trying to discover information to eliminate uncertainty concerning the capability or method for developing or improving a business component?(Required)
For Example: A furniture manufacturer investigates whether a cheaper wood adhesive can hold joints as effectively as the current one during assembly, testing bond strength to resolve doubts about its capability in standard production lines.
Do the activities performed constitute a process of experimentation?(Required)
For Example: An auto parts supplier runs a series of bench tests on different lubricant formulations to find one that reduces friction in engine bearings more effectively, systematically comparing wear rates over simulated operating cycles.