We appreciate you reaching out here today, Christine. I'd gladly assist you in handling customer profiles and the transactions linked to them within your account.
With QuickBooks Online, merging two client accounts is permanent. Unmerging these profiles is unavailable since this process is irreversible. However, you're right, you'll have the option to create a new customer and edit each transaction associated with that specific customer.
To do that:
- Go to Sales from the menu panel and select Customers.
- Click New Customer.
- In the Customer display name field, enter what you want to display for the customer.
- Then, review each section and enter any other important customer info.
- If the customer is tax exempt, go to the Additional info section and select the checkbox for This customer is tax exempt. Then, select why they’re tax exempt in the Reason for exemption ▼ dropdown.
- Once done, select Save.
You can also visit this reference for more detailed information: Add and manage customers in QuickBooks Online.
Moreover, I've included this guide to help you review downloaded entries and manage your business finances: Categorize online bank transactions in QuickBooks Online.
We're always available in this forum for any additional queries you may have when handling customer accounts and transactions. Feel free to let us know in the comments below. Keep safe!
