How Do You Find Duplicate Customers In QuickBooks?

How do I find duplicates in QuickBooks?

Finding the duplicate check numbers in QuickBooks is quick and easy….Here’s how:Click the Magnifying Glass at the top and click Advanced Search.Choose Checks.Enter the Check Number and hit Search.Click to open the transaction.Click More at the bottom and hit Delete..

How do I find a list of customers in QuickBooks?

Export customer data from the Reports pageFrom the left menu, select Reports.Go to Sales and Customers section.Select Customer Contact List. Note: You can modify this report by selecting the three vertical dots (⋮) icon, then Customize. … Select the Export icon next to the Print icon, then choose Export to Excel.

How do I make multiple customers inactive in QuickBooks desktop?

Click Customers menu, then select Customer Center. Under Customers and Jobs tab, tap the drop-down, and choose All Customers. Hover your cursor next to a customer you want to make inactive, and then click when the cursor turns to an “X.”

How do I delete duplicate customers in QuickBooks?

How to delete customer from Quickbooks?Go to the Sales menu at the left panel, then pick the Customers tab.Choose a customer, then on the Customer Details tab, click Edit.Select Make inactive at the button, then Yes to confirm the deletion.

How do I recover a deleted customer in QuickBooks?

Answer:Select Sales or Invoicing from the left menu.Select Customers at the top.At the top of the customer list click the small gear and select Include Inactive.Click the customer you wish to restore; inactive customer will be noted as (deleted).Click the Make active button next to the customer name.

What does making a customer inactive in QuickBooks do?

When you make a customer inactive or delete it in QuickBooks Online, the customer is removed from the Customers area, reporting options, and any other place where customers are listed. … If you have transactions using the deleted customer, it will say Name (deleted), with the name of the inactive customer.

How do I hide inactive customers in QuickBooks?

How do I hide inactive customers in Balance Detail Report?Go to the Reports tab.Choose Customers & Receivables.Select Customer Balance Detail.Tap the Customize Report tab.Go to the Filters tab.From the Filters box, select Name.From the Name drop-down, click Multiple names.More items…•

How do I make a customer inactive in QuickBooks online?

Go to Sales, then select Customers. Choose the customer you want to make inactive, then click the drop-down arrow below the ACTION column. Select Make inactive and click Yes to confirm.

How do I find the number of customers in QuickBooks desktop?

Select Sales from the left menu. Select Customers at the top. To change the number of rows shown on the list, select the Gear icon above the Action column, then select the Rows drop-down. To see the total customer count, scroll to the bottom of the Customers screen.

How do I print a customer contact list in QuickBooks?

Here’s how:Click Reports.In the Find report by name field, enter Customer Contact List.Click the Customize button, then add the fields or columns you need for the report.Click the Print icon, then click Print again.

Can you merge duplicate customer names in QuickBooks online?

Select the checkbox for each QuickBooks Online Target client you want to merge and keep. On the same line, select the name of the duplicate client you want to remove from the Matched Client Name drop-down list. … Then select Merge clients. Select Done.