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QuickBooks® Tips


Have you ever set up a Customer, Vendor, Employee, Account, Item, etc. and then forgot you did and set up another one with a slightly different name or someone in your business set up one too?

The easiest way to correct this is to Merge the names together.

In this example two customers were set up one Tips Test Cust. and one Tips Test Customer


Right click to edit or double click to edit the one you don't want.


Type in the name exactly the same as the one that is correct.


Click on OK and the following box will show on your screen:


Click Yes to merge them together.

When you review your customer list only the correct Customer will be on the Customer List.

* Note - Any transctions that were posted to the incorrect Customer will be transferred to the correct Customer in the merge process.

There are some instances that merging doesn't work as easily as this but in most instances this easy procedure works well.

Trish Smith CertifiedQuickBooks® ProAdvisor® 
Certified in:
QuickBooks® 2007
QuickBooks® 2008
QuickBooks® 2009 
QuickBooks® 2010


Over 16 years of accounting, bookkeeping and  payroll experience.

 

 

To read previously posted tips & procedures click here.

 

*QuickBooks and QuickBooks ProAdvisor are registered trademarks and/or registered service marks of Intuit Inc.