How Can Merge Customers in QuickBooks
Merge customers in QuickBooks is a useful process for combining duplicate customer records into a single entry, ensuring your customer list remains clean and organized. This feature helps avoid confusion and errors related to multiple profiles for the same customer.
To merge customers, begin by selecting the two customer profiles you wish to combine. Go to the "Customer Center," and choose one of the duplicate profiles. Edit the name field of the customer you want to keep and enter the name of the duplicate customer. QuickBooks will notify you that a merge is about to occur. Once confirmed, the system will combine the two profiles into one, transferring all related transactions, invoices, and details to the main profile. This process is irreversible, so it's essential to double-check the information before proceeding.
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