Can two different customers be merged into one? Can a job from one customer be merged into another customer?

I've tried this however, both of my jobs within the same customer that I'm trying to merge have estimates, invoices & payments with deposits. I get a message when I try merging that I need to delete the deposit first. What am I doing wrong?

I tried your solution however, when I get to the end it tells me that I need to delete the deposit first. 

Example - I have a customer (Name ABC Corp) within that customer I have 2 jobs for them so it would look like this

ABC Corp

        Apt 3B

        Apt 4B

        Apt 5B

I'm trying to merge Apt 3B & Apt 4B but they both have estimates, Invoices & Payments applied to the jobs with deposits.

How to I merge them?

Thanks for following the steps presented above and providing detailed scenarios of your concern, @emelbee.

I'll provide some steps on how you can successfully merge the Apt 3B & Apt 4B in QuickBooks Desktop. 

QuickBooks will not allow merging customers if there are payments or deposits recorded in the system. With this, I suggest deleting the payment first before consolidating them. Please note that removing them will make the invoice open again. 

Here's how: 

1. Click Lists at the top menu bar, then choose Chart of Accounts.
2. Double-click the account.
3. Double-click the deposit to delete a specific payment.
4. Hit the Edit button, then choose Delete Line.

For further details about deposits, you can also check this article: Deposit customer payments.

Once done, you can now follow the steps above to merge customers. After that, re-process the payments by following the steps below. 

1. Go to the Customers menu and select Receive Payments.
2. Choose the customer from the Received From ▼dropdown.
3. Put a check next to the invoice you want to apply the payment to. 
4. Pick Payment method, then hit Save and close. 

For more details, check out this article: Receive and process payments in QuickBooks Desktop.

After that, you can always open a customer's report to review all the transactions you've entered into the system. For more guidance, check out this article: Customize customer, job, and sales reports in QuickBooks Desktop.

You might also want to check these articles about reconciling accounts and handling customer's transactions. 

• Sales and customers
• Reconcile an account in QuickBooks Desktop

Feel free to let me know if you have any questions about the deposits. I'm always around to help. Keep safe!

Thanks for your reply. I figured that would be the case but was hoping not. 

One more question, once I merge the two, will all the expenses associated with the job I want to delete move over to the new and final job? 

Hello there, @emelbee.

Yes, all the expense transactions from the other job will be carried over to the new one. You can also delete the expense transaction first before merging two customer jobs. 

When merging jobs, you'll just have to copy the name of the other job (Job A). Then, edit the job name (Job B) into Job A. And confirm the merging process. This is how it looks like:

To know more details about the process, you can check out this article: Merge list entries in QuickBooks Desktop.

I've added this reference to guide you on your year-end tasks with QuickBooks: QuickBooks Desktop Year End Prep and Resources.

Feel free to comment below if you have additional questions. Take care!

I just tried this with a job that was set up under an incorrect customer.  Since there are payments applied and deposits posted, it won't let me remove the parent and it won't let me merge that job with the one set up under the correct customer.  

Thanks for joining this thread, @sricard.

As per my colleague discussed above, you can't merge customers if there are payments or deposits recorded in the system. You'll have to delete the payment first before merging them. Once done, recreate the payments again. To help you with this, refer to the steps outlined by my colleague, MichelleBh. 

For your reference, please see this article: Merge list entries in QuickBooks Desktop. 

Also, QuickBooks has a variety of Customer reports that you can open to see your sales and accounts receivables. To get started, head to the Customer reports page at this link. 

Let me know if you need further assistance with merging your customers in QuickBooks. I'm always around to help. Have a good one.

We have a customer set up in our system by location (for example: Store Name -Tampa; Store Name - Clearwater); the store's corporate office has now told us they plan to aggregate all 29 locations and make payments under the corporate umbrella.  How do we best merge 29 locations under 1 parent?

I can help you with this job list concern, @Campbell2154,

To save time from opening the customer profile one at a time, there is an easy way to move a job towards a parent name. All you need to do is hover your mouse on the diamond icon before the customer name. Once you see the quad-arrow pointer, drag the it below the parent customer. See this:

I'll be adding this resource page to help you work with the Customer Center. See this: Sales and customers in QuickBooks Desktop

Let me know if you have any questions about this, let me know in the comment below. Have a good one!