Has this ever happened to you? You go to a client's site and they tell you that their books are all "messed up". They tell you that there are multiple vendors with the same name, probably spelled differently. So you have John Smith, John P. Smith, John Smithe, etc. and they are all the same vendor. Your client wants the data merged. You look at each vendor and their are numerous entries under each one. How do you clean up the data file?
That is what is so wonderful about QuickBooks. You just go to the vendor, edit it and rename. When you rename, QuickBooks will ask you, "this file has the same name as a prior file, would you like to merge them?" You select yes, and all transactions will be merged under the same name with just one click! How easy is that?
This works will vendors, customers, list names, etc. It is also a unique feature for cleaning up the chart of accounts. But here you have to be careful because it will change data in a prior period. So you should check with your CPA before making a change of that nature.
Don't forget to use the merge feature when cleaning up a data file in QuickBooks. It is a real time saver!
That is what is so wonderful about QuickBooks. You just go to the vendor, edit it and rename. When you rename, QuickBooks will ask you, "this file has the same name as a prior file, would you like to merge them?" You select yes, and all transactions will be merged under the same name with just one click! How easy is that?
This works will vendors, customers, list names, etc. It is also a unique feature for cleaning up the chart of accounts. But here you have to be careful because it will change data in a prior period. So you should check with your CPA before making a change of that nature.
Don't forget to use the merge feature when cleaning up a data file in QuickBooks. It is a real time saver!
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