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Note: Integration described on this webpage may temporarily not be available.

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How do you merge customers?

Select Customer menu, choose Customer Center. Take note or copy the name of the customer that would like to keep. Right-click the name of the customer that you would like to merge, then select Edit Customer: Job. Replace the customer name with the one you took note of or copied, then select OK.

How do QB merge customers?

In the Customer Center, click the “Customers & Jobs” tab. Double-click the final customer record and write down or copy the job name at the top of the window. Close that window, double-click the customer record to be merged, change the job name and click “OK.” Select “Yes” to confirm you want to merge the jobs.

How do I merge customers in QuickBooks?

Select Customer menu, choose Customer Center. Take note or copy the name of the customer that would like to keep. Right-click the name of the customer that you would like to merge, then select Edit Customer: Job. Replace the customer name with the one you took note of or copied, then select OK.

Can you merge customers in QuickBooks desktop?

In the Customer Center, click the “Customers & Jobs” tab. Double-click the final customer record and write down or copy the job name at the top of the window. Close that window, double-click the customer record to be merged, change the job name and click “OK.” Select “Yes” to confirm you want to merge the jobs.

How do I merge vendors in QuickBooks desktop 2019?

Access Merge Vendors window. Choose the vendors to be merged in Merge Vendors Window, click 'Next' Choose a Master Vendor, click 'Merge' On the Confirmation prompt 'Yes', on the Merge Complete window select 'OK'

How do I merge clients in QuickBooks online?

Select Customer menu, choose Customer Center. Take note or copy the name of the customer that would like to keep. Right-click the name of the customer that you would like to merge, then select Edit Customer: Job. Replace the customer name with the one you took note of or copied, then select OK.

Can you merge QBO accounts?

Merging QuickBooks accounts is an irreversible process, so be certain that this is the process that works best for your needs. You can merge only two accounts at a time, and both accounts have to be the same type of account. Select the account you want to remove and merge. Click “Account” and “Edit Account.”

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