Need guidance on merging customers in QuickBooks but feeling a bit lost? Don't worry, you're not alone. Understanding the process can be daunting, especially if you're unsure of the steps involved. But fear not, as this comprehensive guide is here to illuminate the path for you. Whether you've accidentally duplicated customer entries or simply want to streamline your records, merging customers in QuickBooks is a crucial skill to master for maintaining accurate and organized financial data.

Steps to Merge Two Customers:

·         Open QuickBooks and log in.

·         Right-click on the customer name you want to merge with another.

·         Make the job a parent customer by dragging the diamond symbol left to the name of the job.

·         Right-click on the customer name and select "Edit Customer."

·         Replace the customer's name with the new one and click "OK."

·         Confirm the merge by clicking "Yes" when prompted.

If you have any unanswered questions, we recommend contacting the QuickBooks Support Team at +1-844-499-6700. We are a team of certified QuickBooks professionals who work around the clock to provide immediate support and guidance.

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