2 double click the name entry you wish to merge this

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2. Double-click the name entry you wish to merge (this name entry will be merged into the other name entry and any informational fields associated with this list entry will be lost, so make sure you have all the informational fields you need in the surviving name entry). 3. In the Vendor Name field, change the name to match the name of another vendor record with which you wish to merge. This should be an exact match in terms of spelling, spacing and punctuation. 4. Click OK .
QuickBooks Online 2020 Client Training Manage Lists Lesson 3 — Work with Lists 35 5. 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 .) Click Yes . 6. Close the Vendor Center. I MPORTANT : 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. R ENAME A L IST I TEM 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. Step-by-Step: Rename a List Item in the Chart of Accounts 1. From the Lists menu, choose Chart of Accounts to display the Chart of Accounts for Rock Castle Construction. 2. In the Chart of Accounts, select the account you would like to rename. 3. Right-click on the account and choose Edit Account or click the Account menu button and choose Edit Account . 4. Make your changes in the Account Name field. 5. Click Save & Close . 6. Close the Chart of Accounts. N OTES
QuickBooks Online 2020 Client Training Manage Lists Lesson 3 — Work with Lists 36 You can delete list items if you have not used them in any transactions, preferences or customized report filters. If you try to delete a list item that has been used, QuickBooks displays a warning that the item can’t be deleted. If you don’t want to use a list item but you can’t delete it, you can make it inactive. Here is an example from the Customer Center. Step-by-Step: Make a List Item Inactive 1. Navigate to the Customer Center . 2. Select the customer or job from the list that you wish to make inactive. 3. Right-click the name and choose Make Customer:Job Inactive . 4. To see inactive list items, choose All Customers (rather than Active Customers ) from the View drop-down list. Inactive names on this list will have an X in the left column.

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