Can you merge customer records when they are duplicated? And if yes, how?

Hello, Natalie.

Thank you for reaching out. Yes, it is possible to merge duplicate customer records in QuickBooks Online. Let me walk you through the steps to ensure this process goes smoothly.

Before we proceed, please 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.

Then, here's how to merge:
 

1. Go to My apps and select Customer Hub.
2. Next, click on the Customers tab.
   
3. Select the duplicate customer record that you'd like to remove.
   Note: This record will be merged into the remaining customer record.
4. Click Edit, then update the customer name to match the name of the record you'd like to keep exactly.
   
5. Once you have made the changes, click Save to apply them.
6. Then, you will be prompted to ask if you want to merge and select Yes.
   

Alternatively, you can use the Merge Contacts feature by clicking the drop-down button. Please refer to the sample screenshot below:

If you have any questions about QuickBooks, please don't hesitate to reach out in the comments section below.