Quick Summary

Here’s the way it works – Full details in the manual

1 – Print out a Sales Report Summary for the last two years. Export it to a Workbook on a spreadsheet called NewCust
2 – Export your entire customer list into the same worksheet on a spreadsheet called AllCust
3 – Use the formula I provide to mark everyone who is NOT on the NewCust Sheet as not-Active
So everyone you have not done business with in two years in not-Active
4 – Import the AllCust sheet (changing old customers to not-Active
5 – Open the Customer List
6 – Use the Pull Down to show All Customers (Active and not-Active)
7 – Sort on Active.

Now, you have all the inactive customers at the top of the list. Start the Script and it will work its way down the list.
 

The program is called a "Keyboard Macro". When it's running, as far as Quickbooks is concerned, it's as if someone is typing on the keyboard.

If you go to the customer screen and type the keys that cause two customers to merge -- you'll be doing exactly what the script does.... over and over again... starting at the top of the customer list and working it's way down.

There is some error checking in the script to handle some of the common errors that could happen. It's all in the documentation.

In oredr to get all the names to be merged at the top of the list, the documentation outlines a procedure for exporting your customer list to Excel and automatically changing older cusromers to "Inactive."  This way, the inactive customers are at the top of the list and we can work our way down.

Typically, you'll merge 500 or so customers every night.

Try the Free Demo, which will merge 10 at a time. You can merge both Customers and Vendors.

A product to merge Items is available as well. Email me if you need it.