Call QuickBooks Support and Know How to Consolidate Duplicate Clients in the QBOA Client List

In this article you will learn how to consolidate duplicate clients in the QuickBooks online accounting client list. To know more call QuickBooks Support. 

In your books, your client list and the customer list both are synchronized. Anything created for the former will also be added to the later. Accountants may sometimes end up creating duplicate entries in their client list because of this while adding a client to both lists. 

You can use the Resolve Duplicate Clients utility if you see duplicate clients listed on your client list to combine them into just one entry. 

Resolve Duplicate Clients: Please take note of the following items

• For each matched pair of clients, you choose the company details which you want to keep.

• For both the clients transactions notes are kept.(recorded within Your Books)

• You will have to keep the team access permissions to the QBO subscription.

• A consolidation can only be performed by the Master Admin and firm users will full access. Other users will not be able to see this option.

How to consolidate your clients?

Steps to consolidate clients:

• In the top-right corner of the screen, select the Gear Icon.

• Select Resolve Duplicate Clients / Merge Duplicate Clients under the tools menu.

• On the left of each QuickBooks Online client that is to be merged put a check-mark.

• Click the Matched Client Name drop-down menu on the right of the QuickBooks Online Client and then select the name to which it is to be merged.

Please Note:

The clients that are attached to a QBO subscription will only be shown in the client column.

Those clients that are not tied to ANY subscription will only be shown in the Matched Client Column.

 

• To proceed to Step 2, click on Next: 

• Click on Company Details.

• When the clients are merged, use the drop-down menus for each match in order to pick the data you wish to keep.

• Click on the Continue button for each client you want to merge. After doing this for all the selected clients you will automatically continue to Step 3: Verify Changes.

• To verify the changes, review the pairs of clients which are to be merged, and then click on Next.

In case you are facing issues with e-invoicing, Call QuickBooks Support on 1 (855) 441 4436 and get instant help. You can also contact us via email, by writing to us at support@quickbookconsulting.net. To know more about us you can also visit our website www.quickbookconsulting.net. Feel free to reach us anytime.