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

 
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Best answer 02-12-2020

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QuickBooks Team

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

I'll help with your question about managing customers in QuickBooks, JacWhit.

 

Yes, you can merge two different customers in QuickBooks Desktop. Here's how:

 

  1. Right-click the name of the customer that you would like to merge, then select Edit Customer.
  2. Replace the customer name with the one you took note of or copied, then select OK.
  3. A prompt will appear, select Yes to proceed with the merge.

However, you'll have to make the job a parent customer first before it can be merged into a different customer. Just place your cursor on top of the small diamond symbol before the name of the job. Then, drag it to the left side. 

 

You can also double-click on the name of the job. Then, delete the information in the Customer field before clicking OK

 

Once done, follow the same steps on how to merge customers. You can also check out this article for more details: Merge Accounts, Customers, and Vendors.

 

In addition, you can also save this guide just in case you need to run sales or customer-related reports: Customize customer, job, and sales reports in QuickBooks Desktop.

 

Let me know if you need additional guidance when working or changing some details in your company file.

View solution in original post

1 Comment
QuickBooks Team

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

I'll help with your question about managing customers in QuickBooks, JacWhit.

 

Yes, you can merge two different customers in QuickBooks Desktop. Here's how:

 

  1. Right-click the name of the customer that you would like to merge, then select Edit Customer.
  2. Replace the customer name with the one you took note of or copied, then select OK.
  3. A prompt will appear, select Yes to proceed with the merge.

However, you'll have to make the job a parent customer first before it can be merged into a different customer. Just place your cursor on top of the small diamond symbol before the name of the job. Then, drag it to the left side. 

 

You can also double-click on the name of the job. Then, delete the information in the Customer field before clicking OK

 

Once done, follow the same steps on how to merge customers. You can also check out this article for more details: Merge Accounts, Customers, and Vendors.

 

In addition, you can also save this guide just in case you need to run sales or customer-related reports: Customize customer, job, and sales reports in QuickBooks Desktop.

 

Let me know if you need additional guidance when working or changing some details in your company file.

View solution in original post

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