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Experienced Member

Merged Customer Data Now Missing

I was updating a customer who's name I had spelled incorrectly and QB said that the customer name was already in use.  I didn't realize had been in the system previously, so I merged the two.  Now the new address, phone number and more importantly the NEW credit card information are gone!  All reverted back to the very old information for this person.  How do I get the new info back that I had entered as new?

 

 

1 Comment
Moderator

Re: Merged Customer Data Now Missing

Hi there, @Veronika_M.


Currently, there isn't a way to unmerge customers. When merging them, all the information from the "losing name" will disappear.

 

In the meantime, you can edit the new customer's profile or restore a backup copy of your company file before you made the changes. 

 

Here's how: 

  1. From the File menu, select Open or Restore Company.
  2. Select Restore a backup copy and click Next.
  3. Choose Local Backup and then select Next.
  4. From the Look In drop-down, choose the location of the backup file.
  5. Select the backup file from the folder. The file name should appear as [Company Name].qbb.
  6. Select Open, then hit Next.
  7. From the Save in drop-down, choose the location where you want to save the restored file.
  8. In the File name field, type a new file name. 
  9. Hit Save.
  10. Carefully read and respond to any messages that appear before restoration begins. 

After that, you can merge customers again or inactivate the old profile. If you choose to merge them, please take note that only certain data goes from one customer to the other. So, make sure to create a backup before making any changes. 

 

If you want to deactivate them, here's how: 

  1. Go to the Customers menu.
  2. Select Customer Center.
  3. Double-click the name in the left pane, and mark the Customer is inactive checkbox.

I've also attached an article you can use if you want to let your customers pay invoices online: Online Invoicing.

 

Please know that I'm just a few clicks away if you have any other questions while working with QuickBooks. I'll be happy to help you out. 

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