How to Merge Two Customers in QuickBooks?

by James Antonio

Need help in merging two customers in your QuickBooks accounting software?

Well, we are here for you. You may decide to merge two customers, because duplicate records are appearing for them. But you will have to first delete any payment and deposit recorded against them, else QuickBooks will not allow merging. Once you do this an invoice will become open which you will have to correct through Reprocess payment after the merging of the customers.

Merge Two Customers in QuickBooks

We have taken all the aspects into consideration while writing the below article. Therefore, in the next section, you will find the complete process with detailed steps for deleting the payment and deposit against the customer before merging, the actual merging of two customers into one, and reprocessing the payment after the merging.

So, let us not waste anymore time here and just dive in.

What can you do to Merge two Customers in QuickBooks?

First of all, as we already discussed, you need to be aware that QuickBooks does not allow merging of the customers if there are payments or deposits recorded against them in there. So, you will have to first delete the payment against them and then go ahead and merge them. But once you delete the payment against them the invoice against which you made the payment will become open again, which we will deal with later on. You need to follow the below steps to delete the payment first:

Steps for Deleting the Payment or Deposit against Customer Before Merging

Step 1. Open QuickBooks, and click on List at the top menu bar and then click on Chart of Accounts.

Step 2. In this step, you need to double-click on the account and then double-click on the deposit for deleting the specific payment.

Double-click on the Deposit

Step 3. In this step, you need to click on edit and then click on delete line.

After you are done with deleting the deposit and payments against the customer, you can follow the below process to merge the customers.

Process Steps to Merge two Customers in QuickBooks

Step 1. First of all, open QuickBooks and enter your credentials. After that, you need to right-click on the name of the customer that you wish to merge with the other customer.

Step 2. Before merging you should make the job a parent customer, for this you need to place your cursor on the top of the small diamond symbol left to the name of the job and then drag it to the left side.

Step 3. Now you need to right click on the name of the customer and click on Edit customer.

Step 4. In this step, you need to replace the name of the customer with the new name ( i.e., the name of the customer with whom you wish to merge with). And then click on Ok.

Step 5. Now you need to click on Ok and then click on yes once a prompt appears for proceeding for merging.

Now once you are through with the merging of two customers, you will have to re-process the payment that you deleted earlier.

Step 1. Start by clicking on customer menu and then click on Receive payment.

Step 2. Now choose the customer by clicking on received from drop-down menu.

Step 3. You need to put a check-mark next to the invoice you want to apply the payment to.

Step 4. In this step, you need to choose a payment method and then click on save and close button.

There are some frequently asked questions that we have collated for your convenience purpose. You can refer to them as cheat sheet and get help on related topic whenever you need it.


Need Some one on one QuickBooks Assistance?


Is it Possible to unmerge the Customers in QuickBooks Online once you have already Merged them?

Unfortunately, the process of merging two customers in QuickBooks Online is irreversible and permanent. This means once you are through with the process, it cannot be undone.

Can you let me know How can I Merge Two Credit Cards in QuickBooks?

First of all, open QuickBooks and go to the Accounting > now select the chart of accounts and locate the credit card that you wish to merge. Now go to the under-action button and click on view register menu button and then click on Edit. After this, enter the same name as the other credit card account and then click on save and close button.

Is there a way I can Merge Two Accounts in QuickBooks, if Yes, Can you Let me Know the Steps?

At first, click on the Lists tab and then click on Chart of Accounts. Now you need to take note or copy the name of the account that you wish to keep. After that, right-click on the sub-account that you would like to merge and then click on edit account. Now replace the name of the account with one you took note of earlier or must have copied for your reference. Once a prompt for merging the account appears, click on yes to provide your confirmation.

Can you List Down the Steps to Merge two QuickBooks Company Files in QuickBooks Enterprise?

First, you need to go to the QuickBooks main menu > and then click on the Reports menu. Once the sub-menu list opens up, click on the combine reports from multiple companies and choose Add files. Now you need to look for another company file and click on open, you will have to repeat the process for additional files. Now go to the section which will allow you to select the reports for combining, choose the reports, provide the date range and choose a reported basis. After that, search for combine reports in excel option and select it. Once you do this an excel sheet will be opened displaying the combined information.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

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Accountant Basic

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Accountant Pro

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Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


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XLS, XLXS, etc., are supported file formats by Dancing Numbers.


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Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


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How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

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Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

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Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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