How to merge duplicate customers accounts in QuickBooks Desktop

In this tutorial, we will learn whether how we can merge the duplicate accounts of existing customers in quickbooks desktop. 

 

Anyhow, let’s say that a customer ABC Inc. has been added thrice times with small variations in the name and we know that ABC Inc. is the right name of the customer instead of ABC Company, and ABC comp (which is the abbreviation of the word “Company). Now what we want is to merge the duplicate accounts with the right one which is ABC Inc.

Tutorial Instructions

 

 

First, let’s merge the one which is without a Job or sub-name “Well job or subname is what that is treated separated under a customer’s account. Anyhow, just select it and either right click on it and select “Edit Customer Job” or click on this “Pencil” icon and or just double click on it to make changes in the name so that we can merge it with the right one. Now just change its name and write the name of the one you want to keep and then click on OK, and here QuickBooks is letting you know that “this customer name is already being used. Would you like to merge them”, just click on yes to merge this account with the right one and here you can see that its been merged and the account balance has also been changed.

Now, let’s merge the one that has some extra job or sub-name attached to it, just double click on it and change its name too and here you can see that when we changed its name, quickbooks letting us know that the accounts with jobs or sub-names can’t be merged. So in this case, what we need is to attach the job or sub-name to the right account first, which is ABC Inc. so double click on the job or sub-name and then change the account here in the customer field with the one you want to keep.

And here you can see that the job or sub-name has been attached to the account we want to keep.

Now just double click on the account you want to merge and change its name with the one you want to keep, it will ask you the same question again and since we want to merge it, just click on yes and here you can see that all the duplicate accounts have been merged with the right one.

Moreover, just double click on the one you kept to see if some information has also been changed by merging the duplicates so that you can correct that information too.

Anyhow, this is how you can merge the duplicate accounts of existing customers and clean your customers list in quickbooks desktop.