You can merge two customer records. Post-merge, all transactions and documents of both businesses are available under one business.

Note: You cannot undo a merge. 

1. Log in and click the required business from the Business page.
2. The Customers page appears. Click the drop-down icon and from the inline menu, click Merge.
3. On the Customers window, select a customer to be merged with the one you had chosen in the above step.
4. The Information Message window appears. Click OK.

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