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How to Merge Two Customers in QuickBooks | Dancing Numbers

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Quickbooks desktop merge customers
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There may be an occasion when there are duplicate customers in the list and those customers have transactions associated with them. If that is the case, the quickbooks desktop merge customers thing to do is merge them into one customer. To do this, perform the following steps:. Click the Customer icon on the icon bar, or click Customers on the quickbooks desktop merge customers bar, then click Customer Center.

Select the customer that you want to merge. Right -click on the customer that you want to merge, then select Edit. When the Edit Customsrs dialog box appears, mdrge in the name of the customer that you want to merge with. We will change Louie Duck to Dewey Duck. The name that you want to merge with must be spelled exactly like it is in the Customers and Jobs list. After you have entered in the name, click OK at the bottom.

You will ссылка на страницу a warning message indicating that the name you just entered already exists. QuickBooks will ask if you want to merge the names. Click Yes to confirm. The names have been merged together as Dewey Duck. To do this, perform the following steps: 1.

Need More QuickBooks Help? Contact Us. Send me your questions about Quickbooks desktop merge customers. I’ll get back to you soon. Send your questions. End chat.

 
 

 

– Quickbooks desktop merge customers

 
Apr 01,  · I suggest a much easier way to do it as follows: Find both records in your customer list first. Denote the main record that you want the transactions moved or merged . Oct 02,  · 1. The Purpose of Merging Customers in Quickbooks. Merging customers in Quickbooks can be used for a variety of purposes, including improving your workflow and . Aug 13,  · Can I merge 2 customers in QuickBooks online? The first thing you need to decide when you are deciding how to merge customers in QuickBooks online or how to merge .

 
 

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