QuickBooks desktop is an application where businesses manage their finance and account by their wondering tools. But there is a time came when your financial data will become more and more complex. 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 of merging 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 consideration which 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 create proper backup of Company file data in QuickBooks Desktop for Windows. The list cannot be reversed once it has been merged.
- QuickBooks needs to be switches as single user mode and company file should be accessed.
- Review all the list of entries that you are going to merge.
Steps to merge list entries in QuickBooks Desktop for Windows
- 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 name that you wish to merge.
- Now those entry 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.
Steps to merge supplier list entries in QuickBooks Accountant and Enterprise Edition
- If you have QuickBooks Accountant or Enterprise Edition then with these steps you can merge you list entries in QuickBooks.
- The user must first navigate to the accountant menu. Next, choose Client Data Review, and finally, choose Merge Suppliers.
- Now go to the company menu and click on accounting tools then tap on merge suppliers.
- Select all the suppliers list you want to merge and go to the next tab.
- Now choose primary or master supplier and click on merge option.
- Click on yes to finish the process of merging and click OK.
Steps to merge the list entries in QuickBooks desktop for Mac user
- If a Mac user wants to merge list entries in QuickBooks Desktop, they must first rename them to merge.
- For this you may go to the list which have the entries you want to merge it.
- Next is to copy the name of entries you want to merge.
- Chose the entry that you don’t want to add.
- Right click on that entry which you don’t want to use it for choose edit option.
- Now paste all the entries that you copied and click ok.
- Finish the process by clicking on yes.
- For merging the list user require click on lists and selecting list with entries to merge.
- Now name of the entry to E removed should E chosen and click on it to edit.
- Now choose the merge option to combine all entries.
- Now click on ok to process and yes to finish the process.
