Please put this at the top of your list!!! After sending a proposal to a client and getting their preferred payment on file, THEN they give us access to their QBO file and this creates a duplicate. The MEC features are in the connected QBO client, but the proposal and billing info is in the non-connected client. This also makes the invoicing a total pain because time is logged by workers in both clients, not knowing which one to use. It also interrupts the ability to add clients tasks in a workflow, because if the workflow is not in the QBO-connected client, then you can't send them uncat transactions to classify. It's not appropriate to ask a client for preferred payment methods during a proposal, and then have to ask the to do it again in their QBO-connected client file. It looks unprofessional, as if we have messed things up on our end. PLEASE MAKE THIS A PRIORITY!

would love this

This is a very important feature that should be very high on the to do list.

Agree this is important, I keep having so many duplicates because of QBO.

Please put merging duplicate clients at the top of your list. If we create a client in order to send them a proposal, and THEN they accept and give us access to their QBO file, we now have 2 clients with the same name - one with the signed proposal and the other with the QB connection. It would be much better to have all of this information in one client altogether.

In QuickBooks, if you rename a vendor, customer, etc the exact same as another (including capitalization and punctuation) it asks if you want to merge the two. It would be so helpful in FC too!

yes, merging clients would be so helpful - especially to keep any items added to each profile or time tracking information

A merge option would definitely be useful!!!

Yes PLEASE. A merge option would help us clean up things and save valuable time.