How can you merge two customer profiles in QuickBooks Online?

Merging two customer profiles in QuickBooks Online is accomplished effectively through the Merge feature found in the Customers section. This feature allows you to combine two customer entries into one, preserving all associated transactions and information, which helps maintain a complete record.

When you select the Merge option, QuickBooks will prompt you to choose the two customer profiles you want to combine. The system will keep the information from one profile and discard the duplicate, ensuring that all past transactions remain intact under the surviving customer's name. This process minimizes confusion and helps in managing customer interactions more efficiently.

Using the Merge feature is beneficial because it eliminates duplicates without manual effort or risk of missing data, making it the preferred approach for maintaining accurate customer records in QuickBooks Online.