Find and merge duplicate customers

Duplicate customers split your invoicing, job history and rate setup. OneTerp checks your customer list every time you open the Customers tab and tells you when records look like the same organisation. Nothing is combined until you say so.

Step by step

1. 1Go to Agency, open the Operations page, and select the Customers tab. If any customers look like duplicates, a banner says how many. Click "Review".
2. 2Read the "Same account" section first. These have different names but share a QuickBooks customer or a billing address.
3. 3Then read "Similar names". Each group shares a name stem, and records marked "Likely duplicate" are identical once spacing and punctuation are ignored.
4. 4If records are really different, click "Different accounts", "All separate", or "Not a duplicate" so they stop being suggested.
5. 5To combine two records, click "Combine…" on the one you want to fold in. Use "Swap" in the dialog if you picked the wrong one to keep.
6. 6Choose "Make it a billing group" when the record is a real branch or office: it keeps its own invoice email, address, payment terms and rates, billed under the customer you keep. Choose "Merge into one record" when it is the same organisation entered twice.
7. 7Check the list of what moves across, answer any question about which rate or accounting customer to keep, and confirm.