QuickBooks Tip – Merging Duplicate Items and/or Accounts
Merging duplicate items and/or accounts in QuickBooks is preferable to making journal entries.
Rather than performing journal entries to move the money all into one account and then making the duplicate account inactive – it’s easy to merge the two accounts together.
BEFORE you attempt this procedure – make a backup of your QuickBooks company data file and run any necessary year to date reports for comparison after the merge.
Let’s say, for example, in your Chart of Accounts you have an account called Delivery and another one called Postage & Delivery; you’ve decided that you want all of the dollars you spend tracked under the Postage & Delivery account.
Edit the “Delivery” account (Chart of Accounts -> right-click on Delivery -> choose Edit Account); changing the Account Name to Postage and Delivery and the number to 6610.
When you are finished editing, click the Save & Close button. QuickBooks will display a message box indicating that the account number is already being used and asks if you would like to merge them. Select Yes.
The two accounts are now merged into one.
This same procedure can be utilized for duplicate customers, vendors, items, etc.
4 Responses to QuickBooks Tip – Merging Duplicate Items and/or Accounts
Leave a Reply
- Using Account Numbers in Your QuickBooks Chart of Accounts
- Calculating & Displaying Fringe Benefits on a Certified Payroll Report
- Straight from the IRS - Social Security Tax Reduced to 4.2%
- QuickBooks Payroll Tip - Tracking Employee Advances or Loans
- QuickBooks 2013 Upgrade Do's, Don'ts & Frequent Questions
- QuickBooks 2012 - Frequently Asked Questions About Upgrading
- QuickBooks Tip - Job Costing Starts With A Simple Item
- QuickBooks Creating a More Meaningful Payroll Expenses Section
- QuickBooks Tip-Handling Employee Reimbursements for Expenses
- QuickBooks Tip - Determing Cost of Goods Sold
- QuickBooks for Contractors Tip – Advanced Progress Invoicing
- Create a QuickBooks Job Cost Report With Hours & Payroll Costs
- QuickBooks Tip - Child Support Garnishments
- QuickBooks for Contractors Tip – Basics of Progress Invoicing
- QuickBooks Tip-Creating a Functional Payroll Liabilities Section
- How To Turn On and Use Manual Payroll in QuickBooks
- QuickBooks Tip: Important Facts About Items Left as Billable
- QuickBooks 2015- The Good, Bad and Ugly, Part 1
- Welcome to the QuickBooks for contractors blog
- The Great Debate – QuickBooks Desktop vs. QuickBooks Online