Skip to main content
J
JacWhit
February 12, 2020
Solved

Can two different customers be merged into one?Can a job from one customer be merged into another customer?

  • February 12, 2020
  • 3 replies
  • 0 views
Original commenter did not share additional details
Best answer by JenoP

I'll help with your question about managing customers in QuickBooks, JacWhit.

 

Yes, you can merge two different customers in QuickBooks Desktop. Here's how:

 

  1. Right-click the name of the customer that you would like to merge, then select Edit Customer.
  2. Replace the customer name with the one you took note of or copied, then select OK.
  3. A prompt will appear, select Yes to proceed with the merge.

However, you'll have to make the job a parent customer first before it can be merged into a different customer. Just place your cursor on top of the small diamond symbol before the name of the job. Then, drag it to the left side. 

 

You can also double-click on the name of the job. Then, delete the information in the Customer field before clicking OK. 

 

Once done, follow the same steps on how to merge customers. You can also check out this article for more details: Merge Accounts, Customers, and Vendors.

 

In addition, you can also save this guide just in case you need to run sales or customer-related reports: Customize customer, job, and sales reports in QuickBooks Desktop.

 

Let me know if you need additional guidance when working or changing some details in your company file.

3 replies

JenoP
JenoPAnswer
February 12, 2020

I'll help with your question about managing customers in QuickBooks, JacWhit.

 

Yes, you can merge two different customers in QuickBooks Desktop. Here's how:

 

  1. Right-click the name of the customer that you would like to merge, then select Edit Customer.
  2. Replace the customer name with the one you took note of or copied, then select OK.
  3. A prompt will appear, select Yes to proceed with the merge.

However, you'll have to make the job a parent customer first before it can be merged into a different customer. Just place your cursor on top of the small diamond symbol before the name of the job. Then, drag it to the left side. 

 

You can also double-click on the name of the job. Then, delete the information in the Customer field before clicking OK. 

 

Once done, follow the same steps on how to merge customers. You can also check out this article for more details: Merge Accounts, Customers, and Vendors.

 

In addition, you can also save this guide just in case you need to run sales or customer-related reports: Customize customer, job, and sales reports in QuickBooks Desktop.

 

Let me know if you need additional guidance when working or changing some details in your company file.

    E
    emelbee
    December 27, 2020

    I've tried this however, both of my jobs within the same customer that I'm trying to merge have estimates, invoices & payments with deposits. I get a message when I try merging that I need to delete the deposit first. What am I doing wrong?

    S
    sricard
    March 26, 2021

    I just tried this with a job that was set up under an incorrect customer.  Since there are payments applied and deposits posted, it won't let me remove the parent and it won't let me merge that job with the one set up under the correct customer.  

    DivinaMercy_N
    DivinaMercy_N
    March 26, 2021

    Thanks for joining this thread, @sricard.

     

    As per my colleague discussed above, you can't merge customers if there are payments or deposits recorded in the system. You'll have to delete the payment first before merging them. Once done, recreate the payments again. To help you with this, refer to the steps outlined by my colleague, MichelleBh. 

     

    For your reference, please see this article: Merge list entries in QuickBooks Desktop. 

     

    Also, QuickBooks has a variety of Customer reports that you can open to see your sales and accounts receivables. To get started, head to the Customer reports page at this link. 

     

    Let me know if you need further assistance with merging your customers in QuickBooks. I'm always around to help. Have a good one.

    C
    Campbell2154
    May 12, 2021

    We have a customer set up in our system by location (for example: Store Name -Tampa; Store Name - Clearwater); the store's corporate office has now told us they plan to aggregate all 29 locations and make payments under the corporate umbrella.  How do we best merge 29 locations under 1 parent?

    Jen_D
    Jen_D
    May 12, 2021

    I can help you with this job list concern, @Campbell2154,

     

    To save time from opening the customer profile one at a time, there is an easy way to move a job towards a parent name. All you need to do is hover your mouse on the diamond icon before the customer name. Once you see the quad-arrow pointer, drag the it below the parent customer. See this:

     

    I'll be adding this resource page to help you work with the Customer Center. See this: Sales and customers in QuickBooks Desktop

     

    Let me know if you have any questions about this, let me know in the comment below. Have a good one!

    Terms & ConditionsAccessibility statement