QuickBooks Online 2020 Client Training
Lesson 3 — Work with Lists
You will get a warning dialogue telling you there is another record with this name and asking if
you would like to merge. (
Remember, you can never un-merge so be very sure this is what you
want to do
Also, the Audit Trail report will not report on renamed or merged names, so be sure
that this is what you want to do, and for good measure, make sure you have a backup of the file
before you do the merge
Close the Vendor Center.
You cannot merge two names from different lists such as a Vendor and Customer record or
Other Names list record. All transactions containing the original list name will now appear as if they
were entered using the renamed, merged list name.
You can rename any list name. When you make the change, QuickBooks automatically modifies all
existing transactions containing the list name. (This is very similar to the concept of merging, but
without renaming to be exactly the same as another name on the same list.) This example
demonstrates renaming in the Chart of Accounts.
Rename a List Item in the Chart of Accounts
From the Lists menu, choose
Chart of Accounts
to display the Chart of Accounts
for Rock Castle
In the Chart of Accounts, select the account you would like to rename.
Right-click on the account and choose
menu button and
Make your changes in the
Save & Close
Close the Chart of Accounts.