Customer # Change / Merge

Change a Customer #

1. Click "Customers" in the accounting section.
   
2. Search for the customer and open their record / Click on the Gear icon and select Edit
   
3. Click Edit.
   
4. Select Change #.
   
5. Enter the New Customer # and click OK.
   
6. Read the pop-up message carefully and confirm by clicking Yes.
   

Merge a Customer 

1. Click "Customers" in the accounting section.
   
2. Search for the customer you want to merge and open their record / Click on the Gear icon and select Edit
   
3. Click Edit.
   
4. Select Change #.
   
5. Enter the Existing Customer # you want to merge with and click OK.
   
6. Read the pop-up message carefully and confirm by clicking Yes.
   

   
   

   Note: Merging will consolidate the records under the existing customer #. Ensure you select the correct customer to avoid data loss.