Need guidance on merging customers in QuickBooks but feeling
a bit lost? Don't worry, you're not alone. Understanding the process can be
daunting, especially if you're unsure of the steps involved. But fear not, as
this comprehensive guide is here to illuminate the path for you. Whether you've
accidentally duplicated customer entries or simply want to streamline your
records, merging
customers in QuickBooks is a crucial skill to master for maintaining
accurate and organized financial data.
·
Open QuickBooks and log in.
·
Right-click on the customer name you want to
merge with another.
·
Make the job a parent customer by dragging the
diamond 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 and
click "OK."
·
Confirm the merge by clicking "Yes"
when prompted.
If you have any unanswered questions, we recommend
contacting the QuickBooks Support
Team at +1-844-499-6700.
We are a team of certified QuickBooks professionals who work around the clock
to provide immediate support and guidance.
