Thank you for reaching out to Community for assistance, @LynneBJG. I appreciate your effort in attempting to merge customers. Not to worry, we have a department that accepts customer desires.
The following are not possible when incorporating customers:
- Merge a name that is a job. You must first remove the job from the customer.
- Merge a customer that has jobs.
I understand the convenience of having this feature to track your customers easily. You'll want to share this idea with our Product Developers. They will review this and consider for future updates depending on the number of users' requests.
Here’s how:
- Go to the Help icon at the top menu.
- Select Send Feedback Online and then click Product Suggestion.
- Enter your request, then tap Send Feedback.
You can track your suggestions through this website. You can also visit our blog to keep up with recent events and developments.
To learn more scenarios that may cause the need to merge customer lists, refer to this article: Merge QuickBooks customers to resolve problems integrating with QuickBooks payments.
For more ways to combine accounts, customers, vendors, and more, check out this guide: Merge list entries in QuickBooks Desktop.
This verifies that you cannot merge an account with jobs or a customer with the job. If there's anything else you need to manage receivables from them, it'll be my pleasure to help you. Have a great day.
