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Merge duplicate customers in QuickBooks

by Intuit•6• Updated 3 weeks ago

Merge any customer profiles you have accidentally duplicated into a single profile. This deletes one profile and moves their existing data into the profile you want to keep.

Note: This article is for customers using QuickBooks Online (Advanced, Essentials, Plus, and Simple Start) and QuickBooks Sole Trader.

Follow the steps below based on the product you are using.

Prerequisites

Check that neither customer being merged has sub-customers before merging them. If they do, change their sub-customers into regular customers first.

Merge two customers together

Follow this link to complete the steps in product Open this link in a new window

  1. Select and open the customer profile you want to keep.
  2. Copy the Customer field value from the Customer Details section. Note: Alternatively, you can select Edit to copy the customer value from the Customer display name field.
  3. Select and open the customer profile you don’t want to keep.
  4. Select Edit.
  5. In the Customer display name field, paste the name of the duplicate customer profile you want to keep. The names need to match exactly.
    Note: If this is a sub-customer of a parent customer, select the Is a sub-customer checkbox. Then, enter the name of the parent customer.
  6. Select Save.
  7. When asked if you want to merge the two profiles, select Yes.

Merge two customers together

  1. Go to Customers and goals and select Customers.
  2. Select and open the customer profile you want to keep.
  3. Copy the Customer field value from the Customer Details section. Note: Alternatively, you can select Edit to copy the customer value from the Customer display name field.
  4. Select and open the customer profile you don’t want to keep.
  5. Select Edit.
  6. In the Customer display name field, paste the name of the duplicate customer profile you want to keep. The names need to match exactly.
  7. Select Save.
  8. When asked if you want to merge the two profiles, select Yes.

Follow this link to complete the steps in product Open this link in a new window

Note: Like all deleted customers, the merged customer is saved as inactive. Their transaction history will be empty even if you make them active again. Learn how.

The merged customer is deleted from your records and their transactions added to the other profile’s transaction history. 

Related links

QuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple Start