To merge customers in QuickBooks Desktop software, please follow the step by step instructions given below:
- Open the QuickBooks software and then open the ‘Accountant’ option.
- Now you will see a Chart of accounts click on that.
- The various accounts will open double-tap on the name of the account that you want to merge and then tap on the Edit option.
- You need to replace the name of the account the one that you selected and then tap on Save and Close.
- A popup window will come up give your consent to merge the account.
(Please note that you might receive a message that you cannot merge that has already associated with another account online in that case you need to contact your respective bank to get it activated or to do the required changes.)
These are the steps that will help you merge the clients or customers to your QuickBooks Desktop software. You can also merge the sub customers to the organisation that is already merged in your QuickBooks Desktop software to know more, and please read the following paragraph carefully.