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Merge QuickBooks customers to resolve problems integrating with QuickBooks payments

by Intuit•1• Updated 2 years ago

Merge QuickBooks customers to resolve problems integrating with a QuickBooks payments account.

IMPORTANT:  perform a data check within QuickBooks to make sure that there are no problems with the company file, see Verify and Rebuild Data in QuickBooks Desktop for more info.

You may need to merge names in your Customer List if:

  • Verify or rebuild detect duplicate names.
  • A customer name doesn't flow to reports or to transactions correctly.
  • You need to reduce the number of names on your customer list and you have customers whom you no longer use.
  • If some older QuickBooks customers can't have payments processed for them, but new customers can have payments processed for them. This could be due to a damaged customer in the customer list.  Merging the old customer into the new one will resolve this issue.

The following are not allowed when merging:

  • Undo a merge. Only certain data goes from one customer to the other, so it's important that you create a backup of the company data file before merging list elements.
  • Merge a name that is a job. You must first remove the job from the customer.
  • Merge a customer that has jobs.
  • Merge more than two names at a time.

NOTE:

  • Resort your lists and run the Rebuild Data Utility before merging names.
  • Always merge an old name into a new name. For instance, change an old customer's name to match the name of the new customer.

Merge the name of your QuickBooks customers

1. Create a new customer in QuickBooks that is similar to but slightly different from the existing problematic customer. You cannot duplicate any existing customers in QuickBooks.

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2. In QuickBooks, confirm the new customer appears. Depending on your situation, you may need to create a recurring charge similar to the problem customer.

3. Then, merge the old customer into the new customer, which brings the previous history into the new customer. Do this by renaming the old customer name (top field) in QuickBooks to match the new customer name exactly.

If done correctly, the message should appear "This name is already being used. Would you like to merge them?". Select Yes to complete the merge.
NOTE: Be sure to not merge the new customer into the old or the problem will reoccur.

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4. Repeat these steps for all QuickBooks customers that are having a problem.

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