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AP - Merging Customers
Posted: Thu Mar 15, 2018 12:25 pm
by KarinK22
Is there a way to merge customers?
Someone entered them 2x - and they have 2 separate invoices that I would like to show under only 1 person
Re: AP - Merging Customers
Posted: Thu Mar 15, 2018 2:18 pm
by NeilZ
KarinK22 wrote:Is there a way to merge customers?
Someone entered them 2x - and they have 2 separate invoices that I would like to show under only 1 person
You didn't mention what version you're using, so I'm going to assume v11.5 or higher
You should be able to go into
Accounting -> Accounts Payable -> Setup -> Reassign Vendor ID and merge the two records there.
I'm assuming that the vendor was entered using two different IDs, correct?? In which case you would enter VendorID1 in the
Current ID box, and VendorID2 in the
New ID box.
From the Manual:
Reassigning a Vendor ID
The Reassign Vendor ID dialog allows you to change a vendor ID. It can also be used
to combine multiple vendors together, in the event of duplicate vendors or companies
merging.