Lists: Merging list entries

In some lists, you can combine two list entries into one. For example, you may find that you've been using two customers (because of different spellings) when you really need only one on your Customer:Job list.

Limitations: You can merge list entries for these lists only: Chart of Accounts, Item, Customer:Job, Vendor, Employee, and Other Name. Once you merge two list, you can't go back.

To merge list entries:

  1. Display the list that has the entries you want to merge.
  2. Select the list entry whose name you DON'T want to use and edit it. Usually this means just double-clicking the entry name.
  3. Change the list entry's name to be the same as the entry you're combining it with.
  4. Click OK.
  5. Click Yes to confirm that you want to merge the two list items under the same name.