How to Merge Two Customers in Quickbooks
On occasion, you may find you have two separate entries for the same customer. This often occurs when an associate can't find a customer who is already in the system and creates new record with the name spelled differently. Merging two customers will combine the sales history of the duplicate records into a single record. Then QuickBooks deletes the other record. Instead of merging the customers, you also have the option to delete one of the accounts, but if you do that, you'll lose the sales history.
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Instructions
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Switch to single-user mode. To do so, all of the QuickBooks users except you must close the file or exit out of QuickBooks. Go to “File” and select “Switch To Single-User Mode.”
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Click the “Customer Center.”
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Select the “Customers & Jobs” tab.
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Double-click the customer you don’t want to use. This is the customer that cannot have any jobs attached to it. The "Edit" window will open.
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Change the customer name to the same name as the customer you are merging with.
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Click the “OK” button.
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Click the “Yes” button in the confirmation window when it appears. This will merge the two customers under the same name.
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Tips & Warnings
Only two customers can be combined at a time.
Only one customer can have jobs attached to it. If the other customer has jobs attached as well, then the jobs must be deleted or moved. See the resource section of this article to learn how to delete or move jobs.
Customers must both be from the same list.
Once two customers’ names are merged, the process cannot be reversed.
Merging two customers may affect previous financial reports.
When merging two customers, the data that was associated with the customer will be deleted. This includes all contact information.
