Thanks for joining this thread, and I can provide more information, @ShulyM.
I appreciate the details you've given.
Fiat Lux - ASIA is correct. in addition, once you merge customers/vendors, the merge profile will become an inactive customer/vendor from your list. For example, if you combine Anna with Marie, Marie will stay active while keeping Anna's transactions, and Anna will become inactive with no transactions left under her name.
In this case, you'll want to make sure Anna is deleted permanently from your customer list. With this, you're allowing a new entry to your customer/vendor list without deleting transactions and affect your financials. Here's how:
- Go to the Customers menu at the top.
- Choose Customer Center.
- Choose a specific customer's name. Then, right-click.
- Select Delete Customer:Job.
- You'll be prompted with Are you sure you want to delete this customer? Click OK to confirm.
You can also use a third-party deleter tool application to remove customers/vendors.
However, we can't delete employee names with existing transactions in QuickBooks Desktop. Please check out this link for more details: Delete an employee's profile from payroll.
On the other hand, upgrading to Premier Pro Edition won't provide more space and increase number of customers and vendors maximum limit. Take a look at this article for more details about Premier limitations and other product version advantages: Maximum number of list entries (list limits and custom fields).
Feel free to get back here if you have additional questions. I'm always here to give out more. Keep well.
