How to merge customers?
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I have the same customer who was entered under two different names. Both of them are having open invoices.
How do I :
1. Combine two customers into one and save all invoices?
or
2. Add existing invoice to another customer?
Thanks!!!
Solved!
Solved!
To combine/merge 2 customers, decide which one you want to keep--lets say cust A. Then, go into Edit the other customer B (double click on customer name), and type in the customer name (at the very top of the window) of the customer you want to keep (cust A). The name must match exactly--including capitalization, spacing, etc. (copy & paste if you want to). If it matches exactly, you'll get a message saying this name is already being used, do you want to merge them. When you say yes, it takes all transactions and comines them into the one, remaining customer (A). There is no undo so make a back up first.
I'm not sure what you're asking on #2--was there an invoice for the wrong customer? If so, pull it up and change the customer name and save it.
Please mark this answer as solved or helpful or post additional questions. Thanks so much!
Michelle L. Long, CPA, MBA
Author of: Successful QuickBooks Consulting
Advanced Certified QuickBooks ProAdvisor
National Trainer for Intuit Accountant Trainer/Writer Network
MLongConsulting.com
Author of the book "Successful QuickBooks Consulting"
http://www.LongforSuccess.com
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