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Merge duplicate customers in QuickBooks

by Intuit•6• Updated 2 weeks ago

If you have duplicate customer profiles, merge them to keep your customer list organised. Merging combines ‌data from two profiles into one.

When you merge customer profiles, all data from the duplicate profile is moved into the profile you want to keep. The duplicate profile will become inactive. This action is permanent and can't be undone.

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.

Merge the duplicate customer profiles

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