First of all - Once you merge two customers or jobs, you can't reverse it.
- All transactions, even in closed periods, will be under the one name. It may also affect previous financial reports. The data associated with the merged customer or job, such as address, phone number, etc., is removed from your records along with the name.
- Click the Customer Center.
- Click the Customers & Jobs tab.
- Double-click the customer or job you don't want to use.
- In the Edit window, change the customer or job name (at the top of the window) to the same name as the entry you're combining it with.
- Click OK.
- Click Yes to confirm that you want to merge the two names under the same name.
- You can't combine more than two names at a time.
- You can't combine customer names if both names have jobs. You must first delete or move the jobs from the customer name you want remove.
- You may occasionally need to move sub-entries to be under a different top-level entry. For example, say you entered a job under the wrong customer. You can move it under the correct customer.
- You can't merge a customer name with a name from a different list, such as merging a customer with a vendor.
Limitations:
- You can recognize the lists that can be reorganized by the small diamond that appears in front of each list entry. These lists are: Chart of Accounts, Class, Customers & Jobs, Customer Type, Item, Job Type, Memorized Transaction, and Vendor Type.
- On the Chart of Accounts, accounts of the same type must remain together. On the Item list, items of the same type must remain together.
- You can't move entries in a list that has been sorted. Click the diamond column to return to the original sort order.
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