30 QuickBooks Tips in 30 Days: Day 3

Today’s tip deals with cleaning up duplicates on the various lists in QuickBooks.  In my experience this tends to happen most often in the vendor list for whatever reason.  But this technique applies to any list including the vendor list, customer list, item list, chart of accounts and just about every list that you can find in QuickBooks.

Tip #3 of 30: Clean up your QuickBooks lists by merging duplicate entries.  This actually quite simple.  Just edit the list item that you want to get rid of of change the name to be exactly the same as the item that you want to keep.  QuickBooks will pop up a message that says “This name is already being used.  Would you like to merge them?”.  If you click “Yes” then it will merge them together under the name that you entered and all of the historical transactions will appear under that merged name.

Did you find this tip helpful?  Please let me know in the comments section.  I would also love to hear some of your favorite tips

This post was written by Michael Debyah.