A duplicate customer was found on the list. What should you do with the duplicate entry?

A duplicate customer was found on the list. What should you do with the duplicate entry?

• A. Merge with the original entry
• B. Delete both entries
• C. Mark as inactive
• D. Create a new customer

Answer: (A)

When you find a duplicate customer, the right move is to merge the records so all history stays with a single profile. This keeps the customer’s transactions, notes, and aging data intact and prevents confusion from having two separate records. In QuickBooks Online, you designate one record as the master and merge the other into it; all related data moves to the master and the duplicate is removed from the active list. After merging, review the master to ensure every transaction migrated correctly and update contact details if needed. Deleting both would destroy transaction history, marking as inactive still leaves two records and can lead to confusion later, and creating a new customer just adds another duplicate.

When you find a duplicate customer, the right move is to merge the records so all history stays with a single profile. This keeps the customer’s transactions, notes, and aging data intact and prevents confusion from having two separate records. In QuickBooks Online, you designate one record as the master and merge the other into it; all related data moves to the master and the duplicate is removed from the active list. After merging, review the master to ensure every transaction migrated correctly and update contact details if needed. Deleting both would destroy transaction history, marking as inactive still leaves two records and can lead to confusion later, and creating a new customer just adds another duplicate.