Can I merge customer accounts?

Hi there, Chance.

This error will shows up there are transactions associated to both customer accounts.  You will need to delete or clear them out in one of the customer profiles before merging them again. 

Once merged, you can then recreate the deleted transactions. Feel free to check out this article for additional details: How To Merge Accounts, Customers, And Vendors.

Let me know if you have follow-up questions. I'll get back here to help you again. 

Not so. One of the 2 is completely void of transactions.  I get error message:  "Another client is already using that name. Please choose a different name.” 

Hello there, @Chance.

Thank you for the quick response. Allow me to chime in and help share some troubleshooting steps to merge customer accounts.

When strange browsing behavior like this happens, it might be because of the cache. To check, please sign in to your company using a private browsing window to try merging the accounts.

Here's how:

• Press the Ctrl + Shift + N (Google Chrome) keys on your keyboard.
• Press the Ctrl + Shift + P (Firefox or Internet Explorer) keys on your keyboard.
• Press Control + Option + P (Safari) keys on your keyboard.

If you got it to work, then the cache was probably the issue. If you clear your cache, then, you should be able to go through your normal workflow in a regular browser.

Since the private window wasn't using the information stored there, chances are there was some old data in the cache that was causing the problem. For more information and detailed steps about unexpected browser behavior, please check this out: Troubleshoot unexpected browser behavior.

If you get the same results, please reach out to our Customer Care Support to further investigate this for you. They have the tools to determine what's causing the issue and help you get back to business in no time.

These resources should help to get you on the right track. Keep me posted how it goes after trying these steps. Also, you're welcome to leave a comment if you have other questions about QBO. I'll be happy to help you out.