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Make Quicken customer names consistent

Why make customer names consistent?

When you convert from Quicken to QuickBooks, names in your accounts receivable register become customers, and transactions become invoices and payments. If you used different names for the same customer in Quicken, QuickBooks won't link the customer's invoices and payments correctly. For example, perhaps you have your customer Daniel Miller listed as Dan Miller, D. Miller, and Daniel G. Miller.

To do this task

  1. Open your file in Quicken.

  2. Edit your customer names in Quicken so that each customer goes by only one name.

See also

KB ID# H_CONVERT_MAKE_CUSTNAMES_SAME
12/2/2016 2:15:27 PM
QYPPRDQBKSWS03 9138 Pro 2017 6a609d