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Merge duplicate customers in QuickBooks Online

by Intuit•185• Updated 2 days ago

If you have duplicate customer profiles, merge them to keep your customer list organized. 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.

For a better experience, open this article in QuickBooks Online. Launch side-by-side view Open this link in a new window

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.

Prepare to merge customers

Before merging, decide which customer profile you want to keep and which is the duplicate.

To avoid confusion during the merge process, edit the display name of the duplicate profile you intend to remove. For example, add "duplicate" or "dupe" to the name.

Merge the duplicate customer profiles

Follow this link to complete the steps in product Open this link in a new window

  1. Select the Customers tab.
  2. Select and open the customer profile you don’t want to keep.
  3. Select the dropdown next to Edit, then select Merge contacts.
  4. Make a note of the Display name.
  5. Change the Display name to be an exact match of the duplicate customer profile you want to merge. The names must be identical.
  6. Select Save.
  7. A prompt will appear to confirm the merge. Select Yes to merge the two profiles.

Note: The system saves the merged customer as inactive, like all deleted customers. Their transaction history will be empty even if you make them active again. Learn how.

The system also deletes the merged customer from your records and adds their transactions to the other profile’s transaction history.

Related links

QuickBooks Online AdvancedQuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple StartQuickBooks Solopreneur