Quickbooks 2019 Tutorial for Beginners - How to Merge Duplicate Customers

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  • Опубліковано 22 гру 2024

КОМЕНТАРІ • 18

  • @brianmacmillan6408
    @brianmacmillan6408 4 роки тому +2

    Thanks for that, very useful. One item I ran into on my QuickBooks Desktop Pro 2019 is I needed to be in Single-user mode before it will let me merge. Not sure how popular Multi-user mode is. Thanks again.

    • @mjhult
      @mjhult 4 роки тому

      Very good point, thanks Brian!

  • @notsnavejms
    @notsnavejms 4 роки тому +1

    What is the difference between doing this "merge" versus just moving any jobs to the correct record and then deleting the other customer record? Thanks

    • @QbuniversityOrg
      @QbuniversityOrg  4 роки тому

      You could do that. It’s just easier to merge if you have lots of data under both

  • @SherryGriffis-jh6ey
    @SherryGriffis-jh6ey 8 місяців тому +1

    I am having an issue merging a customer that has the same name and spelled correctly but one has a job and one doesn't. I cannot merge them with the information given in this video.

  • @danielac983
    @danielac983 4 роки тому +1

    I, by mistake made 2 files. Now instead of re-typing all the info from file 2 into file 1, is there a way I can merge the 2 files into 1? I would like to merge file 2 into file 1. Both files are from the same company/account. Does anyone know if there is a video of this I have quickbooks desktop. TIA

    • @QbuniversityOrg
      @QbuniversityOrg  4 роки тому

      Unfortunately there is no merge function. You can import lists and even import transactions with 3rd party software. You can also use a merging service but within QB there is no way to merge 2 files

    • @danielac983
      @danielac983 4 роки тому +1

      @@QbuniversityOrg I'm very new to quickbooks. And to help our accountant (a family member) I just enter reciept info entering the bills for now. And well I made a 2nd file instead of entering in the existing file I made a new one..🤦‍♀️ So than there is no way to merge it? I'm coming up to a due date and am scared I'm not going to make thata why I ask about merging to help save time... I appreciate all your advice. Thanks.

    • @QbuniversityOrg
      @QbuniversityOrg  4 роки тому

      @@danielac983 you're welcome!

  • @jacklinewanjiru2009
    @jacklinewanjiru2009 3 роки тому

    Can i merge 2 items in the inventory into 1?

  • @Khalqistan
    @Khalqistan 5 років тому +1

    I want to run a report to show me all the customers who didn't pay me within a month or two months, or by other words I want to find the customers from whom I received zero amount within a month. Please help me

    • @QbuniversityOrg
      @QbuniversityOrg  5 років тому

      Wahid Aksir are you talking about an AR aging report?

  • @melisabryant4685
    @melisabryant4685 4 роки тому +1

    I want to merge 100 customers into one customer. Is there a way to do this besides one customer at at time?

    • @QbuniversityOrg
      @QbuniversityOrg  4 роки тому

      Melisa Bryant I don’t believe there is unfortunately. Not that I’m aware of

  • @susanenglish406
    @susanenglish406 2 роки тому +1

    I just watched how to merge customers. What about merging vendors? That is my situation.

  • @samantham6360
    @samantham6360 2 роки тому

    What if you have thousands of the same customer and customer jobs???? So much so you can’t add any new customers????