The Merge Entitites/Contacts action can be used to merge contacts and customers, but there are differences depending on which version of QuickBooks you are using.
Merge for QuickBooks Online
The Merge Entitites/Contacts Action can be used to:
Merge two entity leads (customer or vendor leads)
Merge two contacts
NOTE: QuickBooks Online does not support the merge of customers, so merges can only be done to Customer Leads (since they have not synced to QuickBooks).
Merge Entity Leads
This will merge two Customer/Vendor Lead records together from the Entity table. The contacts for the leads, however, will remain separate and be added to the 'To Entity' Lead.
You will need to provide the Record IDs of the two Customer Leads.
Description | |
From Entity RecordID | The Record ID of the lead to merge from. Its values will be lost if there is a conflict. |
To Entity RecordID | The Record ID of the lead to merge to. All of its values will be retained. |
As indicated in the action itself:
Merge cannot be undone.
All records and details across all apps associated with 'From Entity' will be moved to 'To Entity'.
The contacts for the From Entity will not be overwritten, but moved to 'To Entity'.
Sync Customer Leads are not synced to QuickBooks, no data will be synced to QuickBooks Online.
'From Entity Lead' will be deleted from Method.
Merge Contacts
This will merge two Contact records together in the Contacts table.
You will need to provide the Record ID of the contacts in order to merge them.
Description | |
From Contact RecordID | The Record ID of the contact to merge from. Its values will be lost if there is a conflict. |
To Contact RecordID | The Record ID of the contact to merge to. All of its values will be retained. |
As indicated in the action itself:
Merge cannot be undone.
All records and details across all apps related with 'From Contact' will be moved to 'To Contact'.
'From Contact' will be deleted from Method.
Merge for QuickBooks Desktop
The Merge Entitites/Contacts Action can be used to:
Merge Entities (must be of the same type: Customer, Vendor, Employee)
Merge Contacts (of the same entity)
Swap Contact Types: Swap contact types. This is useful if you wish to change the Main Contact of an entity in QuickBooks.
NOTE: You must be in single-user mode in order to merge entities in QuickBooks Desktop. Otherwise, you will get a sync-conflict until single-user mode is enabled.
Merge Entity
This will merge two Entity records together, for example, two customer records. The entities must be of the same type. You will need to provide the Record ID of the entities from the Entity table in order to merge them.
Description | |
From Entity RecordID | The Record ID of the entity to merge from. Its values will be lost if there is a conflict. |
To Entity RecordID | The Record ID of the entity to merge to. All of its values will be retained. |
As indicated in the action itself:
Merge cannot be undone.
All records and details across all apps related with 'From Entity' will be moved to 'To Entity'.
Accounting data will be synced to QuickBooks automatically.
'From Entity' will be deleted from Method and QuickBooks.
You cannot merge two entities of different types. So only a customer can be merged to another customer. You cannot merge a customer to a vendor.
Merge Contacts
This will merge two Contact records of the same entity together in the Contacts table.
You will need to provide the Record ID of the contacts in order to merge them.
Description | |
From Contact RecordID | The Record ID of the contact to merge from. Its values will be lost if there is a conflict. |
To Contact RecordID | The Record ID of the contact to merge to. All of its values will be retained. |
As indicated in the action itself:
Merge cannot be undone.
Contacts must be of the same entity.
All records and details across all apps related with 'From Contact' will be moved to 'To Contact'.
'From Contact' will be deleted from Method.
A contact that is the Main Contact cannot be the 'From Contact'. If you wish to merge a Main Contact into another, you must first swap the contact type of the Main Contact.
Normally, contacts are not synced with QuickBooks, however, the Main Contact is synced to QuicKBooks. Any merge done to the Main Contact will automatically sync it to QuickBooks.
Swap Contact Type
Swaps the type of two contacts of the same Entity.
When a customer is created in QuickBooks Desktop, a contact is automatically created in QuickBooks and Method. This contact is the Main Contact and identified as so by its type.
In the case the main contact leaves, you may want to assign the Main Contact type to another contact, which this action will do.
Description | |
From Contact RecordID | The Record ID of the first contact. |
To Contact RecordID | The Record ID of the second contact. |
This will only swap the type, so no associated records will be affected.
The new Main Contact will automatically sync to QuickBooks.