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Why Are Some Contacts Duplicated

Duplicates usually happen when the same person or business was added more than once - for example, once manually and once while creating an invoice.

Steps

  1. Go to Contacts and search by name to confirm there are two separate entries for the same contact.
  2. Decide which entry to keep based on which has the more complete or accurate transaction history.
  3. Select the duplicate and use "Merge" to combine its history into the contact you're keeping.
  4. Going forward, search for a contact before adding a new one to avoid creating another duplicate.

Related Articles

  • How Do I Merge Contacts?
  • How Do I Search for a Contact?
  • Why Are All Balances Showing as $0?

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