In QuickBooks, combining customer records necessitates careful preparation. Once you’ve determined which records you want to combine, designate one as the “final” record and the others as records that will be combined. Prior to consolidating customer records if you track jobs along with customers, you must merge job records. You must keep separate records when a single person or business fills multiple roles in QuickBooks, such as vendor and customer. Make a backup of your QuickBooks database before attempting any record consolidation because there is no “undo” function available once you’ve merged customer records. Here you will read about how to merge two customers in QuickBooks and if you want to know about other topics like how to fix QuickBooks errors and fix error H303 then click on these links.
Merging Jobs
If the two customers you are merging have jobs assigned to them and you track jobs by the customer in QuickBooks, you must merge the jobs before merging the customers. Click the “Customers & Jobs” tab in the Customer Center. Double-click the last customer record, and at the top of the window, note or copy the job name. Close that window before changing the job name and clicking “OK” after double-clicking the customer record that needs to be merged. To indicate that you want to combine the jobs, select “Yes.”
Merging Customers
Similar steps are taken when merging job and customer records. To record or copy the customer name precisely as it appears, double-click the final customer record. Close that window, double-click the customer record you want to merge, enter or paste the customer’s name, click “OK,” and then select “Yes” to confirm your decision.
Concurrent Roles
In QuickBooks, a customer and a vendor play different roles. Accounts receivable and sales receipts are related to customers. Accounts payable and purchases you make are connected to vendors. You must keep two accounts—one as a vendor and another as a customer—when an individual or business serves as both a customer and a vendor. You must create a naming scheme because the names of the vendor and the customer cannot exactly match. One idea is to add “_V” to the vendor record’s name and “_C” to the customer record’s name. A vendor record and a customer record cannot be combined, nor can a customer record be changed to a vendor record or a vendor record to a customer record.
Consolidating Three or More Records
You can only consolidate two customer records at a time. If you have a customer who has three or more records, you must combine two of the records and repeat the process to merge the combined record with the final customer record.
How to buy Best Buy Returns for Resell (Wholesale)
Directly from liquidation stores, you can buy wholesale Best Buy customer returns. The perceived quality of these returns makes them very desirable. You can use these tools to locate discounted Best Buy electronic returns.
Step 1
Make a list of the items that your business will buy. These items may be unique and new to your business, or they may complement other items. Purchase Best Buy returned items that fit into the demographic your business is selling to.
Step 2
Purchase electronics from Best Buy to return customers, then compare prices. Determine the price you can reasonably charge for these items. Make sure your purchase price will allow for a profit after reselling before purchasing electronic lots.
Step 3
Find out from the liquidator how many items there are in the lot, along with their names, numbers, and original prices. Be aware of how many salvageable items there are compared to good ones. Even though Best Buy returns are thought to be of high quality, you should still take precautions.
Step 4
Find returned Best Buy merchandise at liquidation stores like Genco Marketplace and Liquidation.com. Best Buy has previously given the best customer award to Genco.com.
Read Also: How To Link Merchant Accounts In QuickBooks Online
