Combining Duplicate Customers in Quickbooks
Question: I have created a duplicate customer in QuickBooks that has a slightly different name. How do I combine them into one customer account?
Answer: Go to "customers" > "customer center." Highlight the customer name you want to change, right click on it and click "Edit Customer: Job." Change the customer name to match the other one exactly. You will get the message "This name is already being used. Would you like to merge them?" If you answer "yes," these two will be merged, including the transactions previously entered for each.
Keep in mind, however, that you cannot unmerge them once this is accomplished. Be sure you are merging the correct customers.
QuickBooks Premier and Enterprise can be modified to better serve ad specialty distributors. Harriet Gatter is a QuickBooks ProAdvisor, a former accounting professor and a former ad specialty distributor. She advises ad specialty distributors to use QuickBooks Premier and Enterprise, often in conjunction with other industry-specific software, to manage the complexities of the ad specialty business, with the results being time saved, errors eliminated and an overall accurate accounting of your business. Contact her at firstname.lastname@example.org
Please email accounting questions you would like considered for the column to email@example.com with the subject line of “Ask the Accountant”