How to Merge Customers in QuickBooks Online
QuickBooks Online is a powerful accounting software that helps businesses manage their finances efficiently. One of the essential features it offers is the ability to merge customers. Merging customers allows businesses to consolidate duplicate customer profiles, ensuring accurate and organized customer information. In this article, we will guide you through the process of merging customers in QuickBooks Online and answer some common questions related to this feature.
Merging Customers in QuickBooks Online:
1. Log in to your QuickBooks Online account and go to the Customers tab.
2. Select the customer you want to merge with another customer.
3. Click on the Edit button.
4. In the Edit Customer window, change the name to match the customer you want to merge with.
5. Click on Save to update the changes.
6. QuickBooks Online will prompt you with a message asking if you want to merge the two customers. Confirm the merge by clicking Yes.
Common Questions and Answers:
1. Can I merge more than two customers at once?
No, QuickBooks Online allows you to merge only two customers at a time. If you need to merge multiple customers, you will have to repeat the process for each pair.
2. Will merging customers affect my transaction history?
No, merging customers will not affect your transaction history. All transactions associated with the merged customers will be retained and assigned to the remaining customer.
3. What happens to duplicate contact information when merging customers?
When you merge customers, QuickBooks Online automatically combines the contact information from both customers. Any duplicate contact information, such as addresses or phone numbers, will be consolidated into a single entry.
4. Can I undo a customer merge?
No, once you merge customers in QuickBooks Online, the action cannot be undone. It is advisable to double-check the customer profiles before merging to avoid any irreversible changes.
5. What happens if I accidentally merge the wrong customers?
If you accidentally merge the wrong customers, you will need to manually re-enter the customer information for the correct customer and delete the merged customer profile.
6. Will merging customers affect my reports?
No, merging customers will not affect your reports. QuickBooks Online automatically updates the reports to reflect the merged customer information.
7. Can I merge customers with different payment histories?
Yes, you can merge customers with different payment histories. The merged customer will retain all the payment history associated with both customers.
8. Can I merge customers with different currencies?
No, QuickBooks Online does not allow merging customers with different currencies. You will first need to change the currency of one customer to match the other before merging.
9. What happens to customer statements after merging?
After merging customers, any existing customer statements will still be accessible under the remaining customer’s profile.
10. Can I merge customers with different tax exempt statuses?
Yes, you can merge customers with different tax exempt statuses. The merged customer will retain the tax exempt status associated with the remaining customer.
11. Will merging customers affect my sales tax reports?
No, merging customers will not affect your sales tax reports. QuickBooks Online automatically updates the sales tax reports to reflect the merged customer information.
Merging customers in QuickBooks Online is a simple and effective way to keep your customer records organized and accurate. By following the above steps, you can seamlessly merge duplicate customer profiles while retaining all the necessary information. Remember to double-check the customer profiles before merging to avoid any irreversible changes.