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This is a Toolbox Routine, please ensure you have a reliable backup prior to running these routines Note: Once the record is merged there's no way to unmerge it.
Problem: There are 2 customer records and considered duplicate account and need to merge the account to have 1 customer account, merging all transactions e.g invoices, payments
Solution:
If your Customer accounts are exactly the same name, use the procedure at the end of this document marked with '*'.
*If the Customer accounts you wish to merge have the same name then a suggestion to use is to slightly change the name of the Customer you wish to delete. Go into the Customer account that you wish to delete and add some trailing characters or a prefix to the name like “DEL”. When you populate the “From” tab use this altered customer name.
A video demonstration for merging customer accounts can be found at:
Customer Merge Demonstration