Customer records

[swoods]

Help! There have been 2 accounts created for 1 customer, will transactions against both. How do i merge them into 1?

[billshankley]

You don't, they will likely have different account references but the same customer name so don't worry about financials getting posted twice.

Your best bet is to choose which one you want to delete (the one with no activity i should imagine) and amend the description to do not use and if you want to make sure it isn't used then change the status of the account to "closed" in the credit tab and when everybody has logged out then delete the record from your customer list and bang you have one customer record.

[swoods]

Thankyou, but i have found if i have transactions/activity on both records i cannot delete the record, also if i delete 1 i want the history of all of those transactions still to be there on the record i want to keep. Also when i have closed an account the warning of the account status doesn't come up when putting on a payment, this is how my problem has arisen in the first place. I have an invoice in 1 record and the payment of this invoice on another record. Help!

[billshankley]

Do a customer refund for the amount you posted on the wrong account and net them off which will get you back to 0 then change the description of the customer in the account record to something like "DO NOT USE" so you can see the difference when searching through your accounts and repost the value on the correct account. Viola!

Unfortunately transferring activity isn't possible and in my mind shouldn't be a possibility from an accounting point of view.

[brucedenney]

You should be able to edit the transaction in File>Maint to change the account the transaction appears on. If you have VAT reconciled it then it will do a reversal and repost. If not then there will be no transactions of the duplicate account and you can delete it.