August 13, 2022
There are several reasons why you might be wondering how to merge customers in QuickBooks. Maybe one of your customers has bought another and taken over operations. Or maybe someone accidentally created two accounts for the same customer.
Regardless of the reason you need to figure out how to merge customers in QuickBooks, it’s a good idea to get this done. It’s nearly impossible to get a clear financial picture if you have multiple profiles for the same customer. Here’s how this works in QuickBooks.
The first thing you need to decide when you are deciding how to merge customers in QuickBooks online or how to merge customers in QuickBooks desktop is decide which will be the primary and which will be merged to that primary profile.
Next, if you have jobs that are created for each of the customers you want to merge, you will need to merge them too, using the same hierarchy.
First, copy the customer’s name of the final customer you want to have in your system exactly. Next, open the customer profile you want to merge to it, and paste it in the customer’s name field. You will need to confirm that you want to make the name change, but once that is done, the merged customer will be part of the final or primary customer account.
Fortunately, QuickBooks online and QuickBooks desktop are very similar, and if you’ve mastered the process of merging customers in one, you should have no trouble in the other.
It’s simply a matter of updating the customer’s name on any jobs associated with the customer you are merging into your final or primary customer profile, and then changing the name on the profile.
There are many reasons why you might need to merge customers in QuickBooks, but the most common are probably if one company is acquired by another, or if the customer for an order change for some reason. Occasionally, you might find that someone mistakenly created a duplicate customer when they were creating a quote or an invoice, and it’s a good idea to fix that too.
As stated above, the solution to the question of how to merge customers in QuickBooks is quite simple. All you need to do is open the customer profile and change the name – after you have reassigned any jobs to the primary customer you will be keeping in your system.
Now that you know how to merge customers in QuickBooks, you might want to consider using LiveFlow to automate your accounting and financial reports. Because the LiveFlow Google Sheets Add-On is a live, real-time integration, when you make changes like this in QuickBooks, it automatically updates your spreadsheet reports too.
Managing customers in QuickBooks is hard enough. Integrations and add ons like LiveFlow help you to save time and cuts manual work creating reports.