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How to merge duplicate customers/suppliers

Written by Maxime

If you happen to have several entries of the same customer/supplier in your list, you can merge entries together so you only have one entry per customer/supplier.

To do so:

  • Go to the Customers & Suppliers menu
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  • Select 2 or more customers/suppliers then click on Merge customers (or Merge suppliers)
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  • Pick the one you'd like to keep as the main entry
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    When done, all documents previously linked to the various entries will be linked to the main customer/supplier. Please note that merging customers/suppliers can't be undone.

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