Merge/Remove Duplicate Customer

FIle -> Utilities -> Data Utilities -> Remove Duplicate Customers

Select the Branch -> Dup % -> Click Search

You will see the list of customers that have duplicates in the Customer box and click one of them you want to Merge

You can see the duplicates in the Duplicates box at the bottom. Set one as a primary and the other one as merge with primary and click Merge. The secondary will be merged to the primary and be deactivated.

*If you can't find matches, set the percentage lower

*You may have to change the secondary customer name sometimes to get it to match. For instance, if the customer is listed as "Bid D Construction," but you find it as "BDC," consider updating it to "Big DC" for effective merging.