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Customer Merge

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Click on a TUNE UP image for a silent walk-through.

 

Be aware - If there is an Accounts Receivable balance on the customer you are merging, you will need to transfer funds accordingly.

Customer Merge - Click on the PDF image below the videos to download the full document for greater detail.

Customer Merge Vendors - Click on the PDF below to download the full document for greater detail.

Customer Merge - Avoid Duplicating Customers - Click on the PDF below to download the full document for greater detail.

Click on the image to download a PDF of this multi-page document.   Have a suggestion? Let's hear it.