Can I combine 2 existing accounts as the companies have merged? If so how do I do it?
Thanks
To clarify. These are companies that we have supplied and they therefore have receipts shown under each name but from now on they want them shown together under the combined company name
just because the companies have merged it is not legally correct to modify transactions that occurred earlier. you can transfer the balances by journal entry to any company name and then use this company name for future transactions.
by the way your topic title and your question are completely unrelated. please edit and change accordingly.
I edited the title.
Your customers have no right to dictate how you keep your accounting records. Create a new customer for the combined company. Make the old ones inactive.
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Thanks for the clarification.
As for the topic title and question being unrelated I do not understand what you mean. The topic says i want to merger customers and the questions asks how to do that
the title was edited correctly by @Tut.
you had it incorrectly titled Manager Desktop backup.
I have two accounts open for the same customer, can these be merged as I want to delete one but transfer the data
You can batch update the transactions for one of the customers and change it to the other customer.
Thanks for your help, I will give it a go, I think I understand that as there are just invoices and the subsequent receipts I will need to do batching separately for each of these? I will experiment with a test company. Best regards and seasons greetings
I wonder whether your accountant approves of this action.
Perhaps it would be better to deactivate one of the accounts as soon as the balance reaches zero. This will keep the history intact, but one of the two accounts will disappear from view.
Yes one of the accounts has a zero balance and is no longer being used, it is more about wanting to combine the history of the invoices.
Yes, if you use batch update you can move the invoices and receipts. If you are not using customer codes, consider setting up codes, even as a temporary measure. It is easier to do batch updates using the customer code in stead of the key.