How to Merge / Combine Customers in QuickBooks Online
- Stephanie Elia |
- 9 steps |
- 34 seconds
QuickBooks
Sometimes a Customer will be listed twice if there is a difference in spelling. Best practice is to merge the two, if there is history in both.
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Note that the QBO menu changes often. Navigate your way to "Customers"
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In this sample, there are 2 "Clark Kent's" because the first name is spelled differently. the Clark with no "e" is the correct client we want to keep.
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Click here.
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Click on the name you want to KEEP, we will copy the correct name into the incorrect.
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Click "Edit"
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Copy the name in the Customer Display Name
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Now go to the INcorrect name and click edit to change the display name.
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When you save, it will acknowledge that there is a duplicate and asks to merge. Click yes.
