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The QuickBooks Online (Acc Sync) Created Duplicates. What Can I Do?

Occasionally duplicate contacts/customers or jobs are created during the sync. They must be merged in both systems to preserve the child records contained in each.

Merging a Customer in QuickBooks

Warning: Ensure you keep the same record in both systems. Additionally, be sure the record you are keeping is the one that is syncing.

Duplicate transactions related to the jobs will need to be deleted from both systems, but contacts and jobs can be merged to combine child records (including transactions) under the same contact or job.

To merge Customers in QuickBooks, sub-customers or jobs for the record being deleted must first be moved to the customer record that is being kept.

  • Copy the customer name of the customer you want to keep to your clipboard.

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  • Double-click on the customer you want to merge.

  • Paste the contents of your clipboard over the customer's name.

  • Hit ‘OK’.
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  • QuickBooks will ask you if you want to merge, click ‘Yes’.

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  • Next, you must merge the same Contact or Job in your JobNimbus records by following the steps listed here.