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QuickBooks desktop is an application where businesses manage their finances and accounts by their wondering tools. But there is a time came when your financial data will become more and more complicated. Then it's difficult to maintain record in complex situation, some duplicate entries in lists can clutter the records and cause inaccuracy in reports. In this complication QuickBooks desktop gave a solution to the user of merging. With the help ofmerging list entries in QuickBooks Desktop can help streamline the data and maintain the accuracy of reporting.
In this segment we learn how to merge list entries in QuickBooks desktop. With the help of merging list it can help to make the accuracy of list without any duplicate entries.
Pre-merge considerations
Here are some pre-merge considerations that you keep in mind before merging the list of entries.
- When you are going to merge list of entries then you must check you are updated with latest version of QuickBooks desktop. This will help you in preventing with any compatibility issues.
- Before making any changes with the list and data ensure that you have created proper backup of Company data file in QuickBooks Desktop for Windows. The list cannot be reversed once it has been merged.
- QuickBooks needs to be switched as single user mode and company file should be accessed.
- Review all the list of entries that you are going to merge.
- With the help of merging tools you can merge the list entries in chart of account, customer list, employee list and list items.
- For merging process user first need to move the lists that have entries that need to be merged.
- Next step is to copy all the entry names that you want to merge.
- Now those entries you don't want to use right click on the entry and choose edit option.
- Paste the name you have copied and click on save and close the tab.
- Now click yes tab to finish all the merging entries.