How to Merge Customers in QuickBooks Desktop?

walkerandrew397

Need guidance on merging customers in QuickBooks but feelinga bit lost? Don't worry, you're not alone. Understanding the process can bedaunting, especially if you're unsure of the steps involved. But fear not, asthis comprehensive guide is here to illuminate the path for you. Whether you'veaccidentally duplicated customer entries or simply want to streamline yourrecords, mergingcustomers in QuickBooks is a crucial skill to master for maintainingaccurate and organized financial data.

Steps to Merge Two Customers:

·        Open QuickBooks and log in.

·        Right-click on the customer name you want tomerge with another.

·        Make the job a parent customer by dragging thediamond symbol left to the name of the job.

·        Right-click on the customer name and select"Edit Customer."

·        Replace the customer's name with the new one andclick "OK."

·        Confirm the merge by clicking "Yes"when prompted.

If you have any unanswered questions, we recommendcontacting the QuickBooks SupportTeam at +1-844-499-6700.We are a team of certified QuickBooks professionals who work around the clockto provide immediate support and guidance.

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