You might find yourself in a situation where the same customer has been added to your customer list multiple times due to mistakes or miscommunication. When this happens, QuickBooks provides a simple solution to merge duplicate clients.
Before merging customers, check to see if those customers have any sub-customers. If they do, change those sub-customers into regular customers beforehand. You can simply uncheck the ‘Is a sub-customer’ checkbox on the sub-customer’s profile.
To merge duplicate customers in, you can follow these steps:
- Go to Customers and open the custom profile that you want to merge into another profile.
- Select Edit.
- Copy and paste the name of the duplicate profile in the Customer display name (it must be an exact match).
- Click on Save.
- You will be prompted asking to merge the two profiles. Click on Yes.
- The two profiles are now merged.
This same process can be used for entries in your Chart of Accounts, Item List, Vendor List, and Employee List. Simply edit the name of one entry to match that of another, and you’ll be asked if you wish to merge the two entries.