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Join nowI am trying to merge two customers that are duplicative. I am getting an error message "Names with estimates cannot be merged. Delete one or the other estimate first." There are no "outstanding" estimates and there are no "duplicate" estimates or invoices on either of the two customers.
Anyone know why I am getting this error and why I cannot merge the two?? Seems I have been able to merge customers with estimates before. I haven't found anything of the like on the community board.
Hi, KAV. I'm here to help with merging your duplicate customer.
First, I recommend you go through and look at every transaction that could apply to the error saying that you cannot merge customers with open invoices.
You can easily view these by following these steps:
Once you make sure that there are no estimates that could be causing this error, you could try a rebuild of the company file. Sometimes QuickBooks could be missing links within transactions, and by doing the rebuild, it will fix this error. If you have any follow up questions, please reach out to me here.
Thanks, will try the rebuild. The transactions are linked (they were not originally, but we corrected that problem before I submitted the question, maybe QBDT needs to rebuild now, didn't think of that).
Crossing my fingers... :)
I tried the rebuild and that didn't work. There are no open estimates on either of the customers.
Any other ideas?? Not sure why this isn't working....
Hello there, KAV.
I have another workaround that we can check which is to run the estimates report for each customer. This way, we can see how many estimates we have. From there, we can manually open each estimates and either delete or convert it to an invoice.
I'll show you how:
We can then then merge the customers again.
If the same issue persists, I suggest getting in touch with us so we can further investigate.
Keep me posted on how this works. Thanks!
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