Merge Tool
Merge Tool
Overview
There may be a time when you have two entities (companies, G/L Accounts, items) that you would like to merge into one. The Merge tool in AccountingSuite™ can assist with completing that task. The following objects may be merged in AccountingSuite™:
- Accounts in the Chart of Accounts
- 1099 Categories
- Addresses / contacts
- Bank transaction categories
- Classes
- Contact persons
- Countries
- Customers / Vendors
- Item Categories
- Items
- Locations
- Lots
- Payment methods
- Payment terms
- Price levels
- Product conditions
- Projects / Jobs
- Return reasons
- Sales People
- Serial numbers
- Shipping carriers
- States
- Units
- UofM Sets
- World Countries
Merging objects using the Merge Tool
- Navigate to Settings / Utilities / Merge tool.
- Highlight the object type of the items you'd like to merge and click Next.
- Check the checkbox next to the records to merge.
- Click the next link.
- Click Set as original on the record that was the original, if necessary. Also displayed here is the code and the number of occurrences the merge tool found of each record.
- Click Next.
- For each field in the record, choose which value to keep in the new, merged record by clicking the radio button next to the value.
- Click Merge. The tool will merge the records and present you with a confirmation and a link to the log for the merge.
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