Merge Customer Records

Delete a Customer | Edit a Customer | Customers Overview

Basic

Occasionally, you may find that a customer has been entered twice in your customer list. This might happen, for example, if an associate spells the name slightly different when looking up the customer, and believing the customer isnt in the list, adds them again with the different spelling. Merging the customer records combines the sales history of the two records into a single record and then deletes the other.

If you are integrated with QuickBooks Desktop financial software, you will be prompted to delete the duplicate record in QuickBooks Desktop as well.

(Pro) This feature is available at Headquarters only.

To merge customer records:

1. In your Point of Sale customer list, select one or both of the customer records you wish to merge. How do I select multiple records in my list?

2. Select Merge from the I Want To menu.

The Merge Customers window opens with the pre-selected customer(s) listed.

3. Review the customers and make changes as necessary:

- To add or change a customer, use the drop-down lists to select or search for the customer.

- Ensure the customer record you want to keep is displayed on the left side of the window. You can reverse positions of the records (which to keep and which to remove) by selecting the Swap button located between them.

- If you are integrated with QuickBooks Desktop financial software, the name(s) as shown in your QuickBooks Desktop customer list are shown to help verify you have the correct customers selected.

4. Select Merge Customers.

If the customer being removed has a sales history, a listing of the number of sales receipts and customers orders to be updated is displayed. The customer on these documents will be replaced by the customer you selected to keep. Tell me more.

5. Select Merge Customers.

6. If prompted, specify if you want to delete the duplicate from your QuickBooks Desktop financial software as well. See notes below for more information.

Notes:

- If selected, the deletion in QuickBooks Desktop will occur with the next Financial Exchange. If the customer to be deleted has a transaction history in QuickBooks Desktop, the customer is made inactive instead of being deleted. If the customer is not deleted or made inactive in QuickBooks Desktop, it will be re-created in Point of Sale with the next Financial Exchange.

- Updated documents resulting from a merge in Point of Sale are not resent to QuickBooks Desktop and the customer records in QuickBooks Desktop are not merged. However, all new transactions will be recorded in QuickBooks Desktop for the customer you selected to keep.

Related Topics

How customer records are exchanged with QuickBooks Desktop