QuickBooks helps in managing sales, vendor receipts, and invoices to track the status of income, pay bills, and run payroll accordingly, which in turn helps users to execute their tasks perfectly. Sometimes, users update a customer’s details twice in the customer list, which results in duplicate entries. For instance, if a customer’s name is spelled differently than QuickBooks will treat it as the new customer entity. It will create confusion for retailers who are accessing the customer lists. Thus, our QuickBooks support experts offer the following step guide to merge duplicate customers to avoid further confusion.
When it comes to merging customer records, QuickBooks will combine customer’s sale history for all duplicate entries as a single record and delete the remaining. Thus, if you are willing to combine available customer entries with similar details i.e; duplicate entries, then refer following steps as suggested by QuickBooks technical support experts to merge duplicate customers.
Step 1: Initially, select two or more customer records that you are willing to merge in your QuickBooks customer list. Then, choose I Want To >>Merge (For versions older than 10, it’s Merge Customers). This will open a Merge Customer Dialog Box that opens including all preselected customers.
Step 2: Now, you need to review all preselected customers to make necessary changes. Want to add, delete, or modify customers? Use the drop-down list either to search or choose customers.
Step 3: Make sure that the customer record you are wanting to assemble will appear in the upper left corner of the window. However, you can change the positions of records by using the Swap button.
Step 4: If your customer lists are integrated with QuickBooks, then it will display the entire customer list indicating your selected customers. Here, Click Merge Customers.
Step 5: The customer that has been removed from the list has a sales history, which indicates sales receipts and customers’ orders for that respective customer. These entire customer details will be replaced by the specific customer that you want to keep in the records.
In case, if users are still facing error even after using the above steps, we will request to get in touch with our QuickBooks Support Expert to resolve all issues related to QuickBooks. Our support services are available 24/7 to confer instant help in response to user’s queries related to the QuickBooks accounting software.