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

Note: You are not allowed to undo a merge. You need to be sure that you want to merge.

1. Log in and from the Business page, click the required business.

2. The Customers page appears. Click and from the inline menu, click Merge.

3. On the Customers window, select a customer which will be merged with the one you had chosen in the above step.

4. The Information Message window appears. Click OK.

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