QuickBooks Desktop | Merging Duplicate Customers Accounts,
Merging duplicate customers’ accounts in QuickBooks desktop.
Sometimes, we unexpectedly add our existing customer’s account twice or thrice. There might be many reasons of it. And one of them is that we may have in-activated that customer for not being active for long to keep the list concise to those customers who are active doing business and when he started doing business again, we just added that customer again not realizing that this customer is already in our list. All we needed was to just re-active that customer to show up in the active customers list again.
Topics covered in this tutorial
- 00:05 Overview
- 01:15 Merging duplicate customers with no extra job or subname attached
- 02:05 Merging duplicate customers with extra job or subname attached
- 02:28 Attaching jobs or subname with another account in QuickBooks
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M. Javed 