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Merge duplicate customers in QuickBooks Online

by Intuit•10• Updated 1 month 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 has sub-customers before you merge them. If they do, change their sub-customers into regular customers. Sub-customers include projects linked to the customer. Make sure you remove the  projects or sub-customers from the customer so you can merge them.

Merge the duplicate customer profiles

  1. Go to All apps A bunch of numbers and letters on a tile wall., select Customer Hub, then select Customers & leads (Take me there).
  2. Select and open the customer profile you don’t want to keep.
  3. Select the dropdown next to Edit and select Merge contacts.
  4. Make a note of the Display name.
  5. Change the name from the Into dropdown ▼ to be an exact match of the duplicate customer profile you want to merge.
  6. Select Merge contacts.

Merge the duplicate customer profiles

  1. Go to Customers and goals and select Customers.
  2. Select and open the customer profile you don’t want to keep.
  3. Select the dropdown next to Edit and select Merge contacts.
  4. Change the Into to be an exact match of the duplicate customer profile you want to merge.
  5. Select Merge contacts.

Related links

QuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple Start