Hi there, MeganDKS2022.
Welcome back to the QuickBooks Community. I'll be providing information on how merging customer in QuickBooks Desktop works. Then, to ensure you'll be able to perform the process smoothly.
QuickBooks won't allow merging customers if there are transactions recorded from both customers in the system. That's the reason why you're receiving the unusual error message. I recommend transferring first all transactions from the first customer to the second customer.
Here's how:
- Click the Customers menu at the top. Then, Customer Center.
- Locate the specific name customer's name.
- Choose a particular entry and click it to expand the page. Then, edit the customer's name and select the one you want to keep(Customer B).
- Click Save and close.
Once done, you can now follow the steps in this article on how you can merge customers in QBDT: Merge list entries in QuickBooks Desktop.
Additionally, you're also unable to merge customers if one of them is associated with sub customer.
Lastly, you may refer to this article to see various ways how you can track customer entries to help you organize your cash flow, and track sales, receivables, and profitability more accurately: Get started with customer transaction workflows in QuickBooks Desktop.
Let me know if you need additional guidance when working or changing some details with the customer in your QBDT company file. I'm always here to help, MeganDKS2022. Have a nice day!
