How to merge duplicate records in the Chart of Accounts, Items, Customers, Suppliers, Other Names Lists
How to merge duplicate records in the Chart of Accounts, Items, Customers, Suppliers, Other Names Lists
1. Resort the specific List in which the duplicate record are present
https://community.reckon.com/discussion/6633890/how-to-sort-or-re-sort-lists-in-reckon-accounts
Example: For the Chart of Accounts List or Item List
- View the List screen
- Click on the Account List or Item List button
- Click on the Re-sort List action
For the Customers, Suppliers, Employees and Other Names List (collectively know as the Names List) follow this guide.
https://help.reckon.com/article/jtdvierpho-kba-342-resorting-the-quick-books-lists
2. Edit the duplicate account and change its name (add a suffix 1, 2, 3, etc)
Example:
3. Then edit the duplicate names again and remove the suffix (1, 2, 3, etc) so that the name now matches the 'real' account that actually has transactions associated with it.
This will result in a MERGE of the duplicate with the real account (click the Yes button, then Save & Close)
4. Repeat that process above until only the real account remains
5. Perform a REBUILD Data operation (see guides below)
6. Perform a VERIFY Data operation (see guides below)
7. Get a copy of the QBWIN.LOG for review to see if all is well of if there are any other issues detected (see guides below)
8. If there are errors detected, contact the Technical Support Team by logging a ticket or give them a call.
https://www.reckon.com/au/support/
For Reckon Accounts Desktop
For Reckon Accounts Hosted
Need more help?
Ask the Reckon Community at: https://community.reckon.com/
Or Log a Support Ticket: https://www.reckon.com/au/support/
