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bottcherp1
Level 1

How do I merge members that are the same but spelled different?

 
1 Comment 1
RoseJillB
QuickBooks Team

How do I merge members that are the same but spelled different?

We can merge members by naming them identically in QuickBooks Online (QBO), Bott.

 

If you want to merge customer accounts, follow these steps:

 

  1. Go to the Sales menu and select Customers.
  2. Open the customer profile you don't want to keep.
  3. Click the Edit button.
  4. Change the name to match the one you want to keep, and click Save.
  5. When prompted, confirm that you want to merge the two profiles by clicking Yes.
    prompt.png

     

However, if you’re looking to merge vendor profiles, use this process:

 

  1. Navigate to the Expenses menu and select Vendors.
  2. Open the vendor profile you want to keep and click Edit.
    expenses 1.png
  3. Change the name to match the one you want to merge and click Save.
  4. Hit Yes when prompted to confirm.

 

Please let me know if you meant something else so I can provide the appropriate guidelines.

 

You can also merge duplicate accounts to move all the data into one and keep your records organized. 

 

Feel free to reach out if you need further assistance with merging a member. The Community is available 24/7 to help.

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