If you’re a QuickBooks user and need to QuickBooks merge customer records, it’s a simple process that can help streamline your customer list and avoid duplication. To get started, it’s essential to take a backup of your data to ensure you have a copy in case anything goes wrong during the merging process. Next, identify the customer records to merge and ensure no significant differences between them. To merge the records, open the customer centre, select the records to merge, right-click on one of the records, select “Merge Customers” from the drop-down menu, and follow the prompts to choose which record to keep as the primary record and how to merge the information. Once merged, clean up your customer list by deleting any duplicate or unnecessary records. If you encounter any issues or have questions about the process, the QuickBooks support team can assist you at 1-844-476-5438, providing expert guidance and troubleshooting 24/7 to ensure you can continue managing your business without interruption.
