
Merge duplicate customers in QuickBooks
by Intuit•3• 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.
The merged customer is deleted from your records and their transactions added to the other profile’s transaction history.
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.
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