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
- The Great Debate – QuickBooks Desktop vs. QuickBooks Online
- Business Apps Shouldn’t Be THAT Hard to Use – Free Webinar
- QuickBooks 2015- The Good, Bad and Ugly, Part 1
- “Overstating” the Importance of Cost Reporting-Free Webinar
- QuickBooks 2015 Announced – Important System Requirements
- How do Amazon Merchants Reconcile in QuickBooks? Webinar
- Happy 14th Birthday Sunburst Software Solutions, Inc.
- Simple Controls You Can Put Into Place to Discourage Fraud
- Business Susceptibility to Theft and White Collar Crime – Are You a Target?
- Warning Signs & Red Flags of Fraud – Are Your Employees Stealing From You?
- Is Managing QuickBooks Purchase Orders Driving You Insane?
- Free Webinar-Identify and Safeguard Against Business Fraud
- Technology is Changing How We Submit Certified Payroll Reports
- Ask Me Anything – 10 Common Questions about Certified Payroll
- Are Your QuickBooks Payroll & Certified Payroll Processes Efficient?
- QuickBooks Tip: How to find “Notes” after an Upgrade
- QuickBooks Timely Payroll Alerts, Updates & Issues for 2013 Payroll Tax Returns
- QuickBooks Tip: How to Calculate Over/Under Billings
- Happy Holiday’s to you!
- Employee Reimbursements-Accountable vs Non-Accountable Plans
- Using Account Numbers in Your QuickBooks Chart of Accounts
- Straight from the IRS - Social Security Tax Reduced to 4.2%
- Calculating & Displaying Fringe Benefits on a Certified Payroll Report
- QuickBooks 2013 Upgrade Do's, Don'ts & Frequent Questions
- QuickBooks 2012 - Frequently Asked Questions About Upgrading
- QuickBooks Payroll Tip - Tracking Employee Advances or Loans
- QuickBooks Tip - Job Costing Starts With A Simple Item
- QuickBooks Tip-Handling Employee Reimbursements for Expenses
- QuickBooks Tip - Determing Cost of Goods Sold
- QuickBooks Creating a More Meaningful Payroll Expenses Section
- QuickBooks for Contractors Tip – Advanced Progress Invoicing
- QuickBooks for Contractors Tip – Basics of Progress Invoicing
- QuickBooks Tip - Child Support Garnishments
- Create a QuickBooks Job Cost Report With Hours & Payroll Costs
- New FHWA-1391 & 1392 Annual EEO Forms For Highway Contractors
- QuickBooks Tip-Creating a Functional Payroll Liabilities Section
- QuickBooks 2012 Announced
- Frequently Asked Questions - California Prevailing Wage
- QuickBooks 2012 - Best Practices & Tips for Installing an Upgrade
- QuickBooks Tip: Important Facts About Items Left as Billable