Go to Karbon

If you see a duplicate client or customer on either list, you may have the same client in both places. Use the merge duplicate client tool to combine the profiles.

Merge duplicate clients

The merge duplicate clients tool lets you combine clients who have a QuickBooks Online subscription with duplicate clients that don't have one. The client with a subscription is called the target client. The client without a subscription is the matched client.

Important: You aren't able to merge two clients if they both have QuickBooks Online subscriptions.

To merge duplicate clients:

  1. Sign in to QuickBooks Online Accountant .as an admin

  2. Select the Gear icon and then Merge duplicate clients.

  3. Select Get started.

  4. Select the checkbox for each QuickBooks Online Target client you want to merge and keep.

  5. On the same line, select the name of the duplicate client you want to remove from the Matched Client Name drop-down list.

  6. Select the Select client contact info button.

  7. For each client match, select the client info you want to keep in the drop-down list.

  8. Confirm client contact info and select Verify changes.

  9. Review the information to be merged. Then select Merge clients.

  10. Select Done.

Did this answer your question?