Q: Is there a way to merge customers, including the jobs that fall under each, into one entity?
A: This is a very simple process in QuickBooks®. The first step is to make each job a customer. You can do this by simply clicking the diamond to the left of the job and pulling that to the left side of the customer center listing. Once you have made all jobs customers, then you are ready to merge all of the customers. Copy > Paste the name of the customer you are working with into the Customer Name field at the top of each of the customer records you would like to capture. Once this is done, you will need to move the jobs back under the newly merged customer. This is accomplished by simply pulling the diamond in front of the jobs back to the right. This sets them back under the customer and makes them jobs again. Just remember there is no undo for merging so be careful.
