Method Community

Not sure how this happened but I have a duplicate for one of my customers. Is there any way to merge the 2?

WQA:

Is there any way to merge the 2?

Yes.  If you're using QuickBooks Online please review our help article on this.

~C

This doesnt appear to solve my problem. The customer is not duplicated in QB online, only in Method. How is this even possible? It appears that when the invoice was created in QB online, it fed through to Method and created a second customer instead of recognizing the one that was already there because the duplicate has only the invoice amount and basic customer info. The other has complete contact info but no invoice amount.

Please check your resolve conflicts - you may need to delete the duplicate customer in Method first.  Merging the customer is not what you want to do in this case so please:

1. Check the QuickBooks > Resolve Conflicts tab in Method.  Resolve anything here.
2. Delete the duplicate customer of the same name.
3. Recreate the invoice for the correct customer then try your document upload on the right customer
   
   

Please let me know how it goes.

~C

Ok, im just going to delete the one that does not seem to be synching to QB online. This is not one of the 2 customers from the other question about attaching documents