Quickbooks wont let me merge 2 customers, click ok, nothing happens.

I'd try changing the name of one of them to be something simple like "test". Then change the other to the same. If that works, then edit the remaining name and change it back to what it was (or something close).

Thanks for telling us that it's only happening to a specific name,  johnner.

There are times that program or company file issues can cause unexpected results when performing a task in QuickBooks. 

However, please also take note that merging of names are not allowed if the customer is set up a job. You must first remove the job from the customer.

if there are no jobs, let's run the QuickBooks Tool Hub. This will help us check and resolve some of the most common program or data issues that might have prevented you from merging the customers. Here's how:

1. Close QuickBooks.
2. Download the most recent version (1.5.0.0) of the QuickBooks Tool Hub. Save the file somewhere you can easily find it (like your Downloads folder or your Windows desktop). Note: If you've already installed Tool Hub before, you can find out which version you have. Select the Home tab.  The version will be displayed on the bottom right or you can select About to view the version.
3. Open the file you downloaded (QuickBooksToolHub.exe).
4. Follow the on-screen steps to install and agree to the terms and conditions.
5. When the install finishes, double-click the icon on your Windows desktop to open the tool hub.

Once opened, select Company File Issues. This will open the Quick Fix my file and the QuickBooks File Doctor tool. If you need more help, select File Dr Help on the company file tab. Then, do the same in the Program Problems tab to resolve any program issues.

Once done, go back to the Customer Center and check if you can now merge the customers name.

For additional references, feel free to check out these articles in case you might need them:

• Fix Data Damage on your QuickBooks Desktop Company File 
• Create a Customer Group in QuickBooks Desktop 

thanks for the replies i tried running all 4 of the fix items (ran the company file one yesterday with no luck)

tried changing them both to a generic name first then merging with no luck either

thanks

Appreciate the info, @johnner.

Let's get your customer to merge. I have more steps we can try. You'll want to re-sort your customer list. This process fixes any odd behavior in your master name list including the customer list. Let me guide you how.

To Re-sort your customer list:

1. Go to the Customer Center.
2. Select Edit at the top left of QuickBooks.
3. Choose Re-sort List.
4. Click OK.

Then, re-sort your master names list. Here's how:

1. From the Banking menu, choose Write Checks.
2. Place the pointer in the Pay to the Order Of field.
3. On your keyboard, press cmd ⌘+L key.
4. Select the All Names checkbox.
5. Tap Edit at the top left of QuickBooks.
6. Click Re-sort List, then press OK.

Once done, restart your computer, open QuickBooks and try merging a customer again. You can refer to this article for details: Re-sort lists in QuickBooks Desktop.

Additionally, here's a link that'll help you manage customer-related tasks. It has out general customer topics with articles: Sales and customers.

Please let me know how it goes after trying the steps as I want to ensure this is resolved for you. Take care and have a wonderful day ahead.

thanks for the steps, i tried those and rebooted and it made no difference any other thoughts?

Hello johnner!

It's good to know that you tried all the steps shared by my colleagues. I'm joining here so I can further assist you in merging customers.

Behavior like this is a result of a company file issue. Ideally, it can be fixed by running the verify and rebuild tool in QuickBooks Desktop or the QuickBooks File Doctor. 

Let us make sure that your QuickBooks Desktop is updated. Please note that older versions may result in issues. You can follow the steps in this article: Update QuickBooks Desktop to the latest release.

You can also reinstall or do a clean install of the QuickBooks Desktop. This can help in fixing company file issues.

If the same thing happens, I suggest you reach out to our Support Team so they can conduct an investigation.

1. Go to Help, then select QuickBooks Desktop Help.
2. Select Contact Us.
3. Enter "Unable to Merge Customer", select Let's talk and then choose a way to connect.

I included this article if you need detailed steps in tracking customer transactions: Get started with customer transaction workflows in QuickBooks Desktop.

You can always reply here if you have more questions about managing lists in QuickBooks. If you have other concerns like how to record a certain transaction or run a specific report, let me know. I'm here to help.