Forum Discussion

HotTubDave's avatar
HotTubDave
Contributor 3
8 months ago

How to prevent or merge duplicate client records when syncing with QuickBooks?

I've been asking about this for a while and am hoping that someone has found a solution.   At least once a week, when syncing with quickbooks, I get an error message saying that it can't sync CLIEN...
client hub
client manager
DAC's avatar
DAC
Contributor 2
2 days ago

Our company is currently dealing with this same problem, and we'd like to chime in that adding a 'Merge' client function in Jobber is essential for our business management. It's also a standard feature on many CRM platforms with which our office administrator has worked previously. Please make our dreams come true in 2026, Jobber dev team!