The Complete Process to Merge Customers in QuickBooks Online and Desktop

You may merge customers in QuickBooks because of duplicate accounts for them. It is also possible that there are transactions associated with them. In all such cases, merging accounts is the best action. Duplicacy can be not only with customers but also suppliers and vendors. Merging transfers all the data into a single record, thus removing duplicates. So you can keep your list clean and make bookkeeping quicker.

However, while merging, it is essential to be cautious. You must merge only those duplicates made in error. If you merge any other account, it may cause significant problems in bookkeeping. This article will give you the entire process of merging customers in QuickBooks.

Points to Note before You Merge Customers in QuickBooks

Merging accounts cannot be undone later on. So, follow these steps first before merging accounts.

  • Save the reconciliation reports for the accounts that have them. The transactions will stay on the merged account, and they will be reconciled.
  • Head to ‘Settings’ and pick the ‘Chart of Accounts’ option.
  • Locate the account to keep and select the dropdown.
  • Now, choose ‘Edit.’
  • Remember the ‘Name’, ‘Account Type, and ‘Detail Type’ of the account.
  • See that the ‘Is sub-account’ option is marked.
  • If yes, remember the parent account it is linked to.

Also Read: QuickBooks Error Code 3180

How to Merge Customers in QuickBooks Desktop

It is easy to merge two different customers in one in QuickBooks Desktop. Follow these pointers to do so.

  • Right-tap the customer’s name you want to merge.
  • After that, select ‘Edit Customer.’
  • Swap the customer name with the one you copied, and choose ‘OK.’
  • In the prompt that shows, choose ‘Yes’ to proceed.

POINT TO NOTE: It’s essential to make the job a parent customer first before merging it into a different customer. Just place the cursor on the top of the tiny diamond icon and drag it to the left side.

The Steps to Merge Vendors in QuickBooks Desktop

You can merge vendors in QuickBooks Accountant and Enterprise editions. However, ensure that the vendors shouldn’t be tax authorities, tax-exempt, paid via online banking, or direct deposit vendors.

  1. QuickBooks Accountant
  1. Navigate to ‘Accountant.’
  2. Once there, choose ‘Client Data Review.’
  3. Now, choose ‘Merge vendors.’
  4. 2. QuickBooks Enterprise
  5. Head to ‘Company’ and choose ‘Accounting Tools.’
  6. Now, select ‘Merge Vendors.’
  7. Now, both QuickBooks Accountant and QuickBooks Enterprise users should follow the instructions below.
  • Choose the vendors you desire to merge.
  • After that, select ‘Next.’
  • Choose a ‘Primary Vendor’ followed by ‘Merge.’
  • To merge the vendors, tap ‘Yes.’
  • Finally, choose ‘OK.’

How to Merge Duplicate Customers in QuickBooks Online

In QuickBooks Online Accountant, sometimes the customers you send invoices and clients for whom you do bookkeeping are the same. So, it is possible to notice duplicate clients or customers. In such a case, you can merge accounts in QuickBooks Online.

POINT TO NOTE: The merge duplicate clients tool allows you to integrate clients with QuickBooks Online subscriptions with those that don’t. A client with a subscription is a target client. The one without it is the matched client.

  1. Login to QuickBooks Online Accountant as an administrator.
  2. Hit the ‘Gear’ symbol followed by ‘Merge duplicate clients.’
  3. Choose ‘Get started.’
  4. Choose a checkbox for every QuickBooks Online target client you desire to merge and keep.
  5. Now, pick the name of the duplicate client you desire to remove.
  6. Choose ‘Select Client Contact Info.’
  7. For every client match, choose the client info you desire to keep in the dropdown.
  8. Confirm this info and choose ‘Verify Changes.’
  9. After reviewing the data to be merged, select ‘Merge Clients.’
  10. Lastly, choose ‘Done.’
  11. That is how you perform QuickBooks Online merge customers.

Also Read: QuickBooks Error 61

The Steps to Merge Bank Accounts in QuickBooks Online?

Now that you are clear about the process of QBO merge customers, it’s time to learn about merging bank accounts.

  1. Click the gear icon and choose the ‘Chart of Accounts’ tab.
  2. Head to the ‘Action’ column.
  3. Tap ‘Edit.’
  4. Copy the name of the account you wish to merge.
  5. It is to make the ‘Detail Type’ note.
  6. Now tap the ‘Cancel’ button.
  7. You’ll return to the Chart of Accounts section.
  8. Go to another account to merge.
  9. In the ‘Action’ column, choose ‘Edit.’
  10. Paste the account name in the suitable field.
  11. Check that the account that is to be merged and the detail type correspond with each other.
  12. If one of the accounts is a sub-account, uncheck the ‘Is sub-account’ checkbox.

POINT TO REMEMBER: Ensure to relate the accounts with the matching parent account in case both accounts are sub-accounts.

  • Tap ‘Save’ followed by ‘Yes.’

Also Read: Convert QuickBooks Desktop To QuickBooks Online

How to Merge Customers in QuickBooks Desktop POS

Merging customer records integrates the sales history of the duplicate entries into one record and then removes the other. If you are integrated with QB financial software, delete the duplicate record in QuickBooks, also.

  1. Go to the Point of Sale customer list.
  2. Choose one or both customer records to merge.
  3. Select ‘I want to…’ followed by ‘Merge.’
  4. The ‘Merge Customers’ window will open.
  5. It will have a pre-selected customers list.
  6. Check them and make modifications.
  7. Ensure that your preferred customer record shows on the left part.
  8. If you are integrated with the QB financial software, the names displayed in the QuickBooks customer list help confirm the correct customer chosen.
  9. Hit ‘Merge Customers.’
  10. If prompted, specify your desire to delete the duplicate from the QuickBooks financial software as well.

Merge Customers in QuickBooks Easily!

Now you can remove duplicate entries and prevent confusion as you know how to merge customers in QuickBooks Online and Desktop and QuickBooks Point of Sale. You can also merge bank accounts in QuickBooks Online. The process will help speed up your bookkeeping. If you need additional help with it, connect with a QuickBooks technical support service.

Frequently Asked Questions

How can I merge vendors in QuickBooks Online?

Perform QBO merge vendors with this process.

  1. In QuickBooks Online, navigate to the ‘Expenses’ menu.
  2. Go through the list and choose the ‘Vendors’ option.
  3. Choose the vendor name that you don’t need and tap ‘Edit.’
  4. Now modify ‘First Name, ‘Last Name, ‘Title, ‘Middle Name,’ and ‘Suffix.’
  5. Your changes should be the same as that vendor.
  6. The display name and the name should be identical.
  7. After making these changes, tap ‘Yes.’

How do I make a customer group in QuickBooks?

Create a customer group in QuickBooks Desktop through these steps.

  1. Navigate to the ‘Lists’ menu and choose ‘Manage Groups.’
  2. Choose ‘Create customer group.’
  3. Give a ‘Name’ and ‘Description’ for the group and tap ‘Next.’
  4. To define the group, choose ‘Operator,’ ‘Fields,’ and ‘Values.’
  5. Now, tap ‘Add.’
  6. After that, choose ‘Next.’
  7. Choose the selected fields to view the fields used for creating the customer group in brief.
  8. To add customers, search by their names.
  9. To remove a customer, remove the tick from the box beside their name.
  10. Finally, choose ‘Finish.’