How to Merge Customers in quickBooks? [explained]

Q: How to merge two customers in QuickBooks?

1. Tap on the Name of the Customer then you want to merge with another customer. 2. Hit on Edit Customer and ‘change the name of the customer with a new name'. 3. You will see a message on your screen just press Yes to confirm.

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You may have seen that, when using QuickBooks, you often record duplicate entries for two customers. You should Merge Customers in QuickBooks in that situation. Consequently, this will aid in keeping accuracy. However, you must delete any payments made against them before combining them. Many of you may be unfamiliar with the steps involved in how to merge customers in QuickBooks. Then don’t worry since we will explain the steps and every aspect of it in this tutorial. So, without further ado. Let’s begin.

What to Do to Merge Customers in QuickBooks?

Before merging customers in QuickBooks. Firstly, you need to merge their jobs and delete the payment if any. Also, keep a backup of their record as it can’t be recovered again if you merge them. Sometimes, when you delete the payment it will open again the invoice that you have created for making a payment. So, before looking at the steps of how to merge customers in QuickBooks online. You need first look at the procedure for deleting a payment.

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Method to Delete Payment Before Merging

Follow the below instructions to delete the payment or deposit:

Go to QuickBooks and tap on the Top menu then choose COA.
Now, click on the account and hit on Deposit for removing the payment.
After that, select Edit and press Delete Line.

Steps to Merge Jobs in QuickBooks

Before merging customers you need to merge tier jobs and for doing that look at the steps mentioned below:

From the Customer Center, choose Customers and Jobs.
Then enter or copy the job name of the customer.
Now, select the record that you want to merge and press Yes to merge jobs.

Now, we will see the procedure of how you can merge customers in QuickBooks online.

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Procedure to Merge Customers in QuickBooks

Go through the procedure below to merge customers in QuickBooks:

Firstly, type up your credentials and open QBs.
Tap on the Name of the Customer then you want to merge with another customer.
Now, before you merge, make ‘Job a Parent Customer’ and move toward the Name of the Job.
Hit on Edit Customer and ‘change the name of the customer with a new name’.
You will see a message on your screen just press Yes to confirm.

After merging you have to regenerate the payment which you have deleted for merging. For that, look at some simple steps:

Click on the Customer option and tap on receive Payment.
Now, select Customer and put a tick mark behind the invoice.
Lastly, select the Payment Mode.

Final Say

As you can see, there are a few steps you need to follow in order to successfully merge two customers in QuickBooks. By following these instructions carefully, you should have no problem combining the data from two separate customer accounts into one. This can be a helpful tool if you want to keep track of all your customers in one place, or if you need to get rid of duplicate information.

Frequently Asked Questions (FAQs)

Q1. How to merge two customers in QuickBooks?

Tap on the Name of the Customer then you want to merge with another customer.
Hit on Edit Customer and ‘change the name of the customer with a new name’.
You will see a message on your screen just press Yes to confirm.

Q2. Why do you need to merge customers in QuickBooks?

Answer – Merging duplicate accounts is a good way to eliminate duplicate customers and suppliers. It will keep the original data and remove the duplicate ones.