I need to merge a few duplicate customers. When I go to merge I get the message, a Warning "You have received payments from this customer. As a result, you cannot move or reparent this job to a different customer. This restriction is in place to keep your customer balances accurate." I was able to move one job, but now get that message when I try to move the other jobs. How do I work around this Warning message? I am on Quickbooks Enterprise Solutions 19.0
Thank you for the quick reply. The customers that I am trying to merge don't have any pending transactions. All the jobs are from several years back. I don't want to delete/reapply payments since I know merging can be done without touching the payments. I don't understand why I was able to do it with one job but can't merge the other jobs.
The customers that I am trying to merge are the same customer. A duplicate customer was set up with just a slight change to the name - ABC, Inc and ABC.