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Lisa-S
Level 3

merging customers

I have 11 separate customers that need to be merged under one bill to account.

 

When these accounts are merged, do all transactions, including quotes and history, merged as well?

 

I know that when I have merged customer in the past, quotes were not included in the merge.

 

I look forward to hearing from someone soon.

 

Many thanks, 

Lisa S.

Solved
Best answer June 24, 2020

Best Answers
RaymondJayO
Moderator

merging customers

I'll share the details about merging customers in QuickBooks Desktop (QBDT) Enterprise, @Lisa-S.

 

Yes, you're right. Quotes aren't included in the merge from the duplicate customer to the correct one. It will only cover their other transactions and history. You'll first have to create a backup of your company file before merging your 11 separate customers under one bill to account. It's because this process is permanent. 

 

As a workaround, I'd suggest manually entering the quotes in the program. Just use the correct customer you'll keep after the merging process. 

 

I recommend running any customer, job, and sales reports in QBDT Enterprise. These will help you keep track of your sales and expenses. You can also click Customize Report to get the details you need about your business. For more information, visit this article: Customizing Customer, Job, And Sales Reports

 

I'll lend a helping hand if you need further assistance. Keep safe always, @Lisa-S.

 

Best regards, 

Raymond Jay

View solution in original post

2 Comments 2
RaymondJayO
Moderator

merging customers

I'll share the details about merging customers in QuickBooks Desktop (QBDT) Enterprise, @Lisa-S.

 

Yes, you're right. Quotes aren't included in the merge from the duplicate customer to the correct one. It will only cover their other transactions and history. You'll first have to create a backup of your company file before merging your 11 separate customers under one bill to account. It's because this process is permanent. 

 

As a workaround, I'd suggest manually entering the quotes in the program. Just use the correct customer you'll keep after the merging process. 

 

I recommend running any customer, job, and sales reports in QBDT Enterprise. These will help you keep track of your sales and expenses. You can also click Customize Report to get the details you need about your business. For more information, visit this article: Customizing Customer, Job, And Sales Reports

 

I'll lend a helping hand if you need further assistance. Keep safe always, @Lisa-S.

 

Best regards, 

Raymond Jay

Lisa-S
Level 3

merging customers

Thank you so much! Your information was spot on and I have merged my customers successfully! Cheers!

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