Combine accounts

Fund Accounting, Accounts Payable, Accounts Receivable, Payroll

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raylaurenza
Posts: 39
Joined: Mon Sep 21, 2009 10:28 pm

Combine accounts

Post by raylaurenza »

I have 2 accounts that I want to combine into one. They each have transactions in them since January 1. Is there a way to combine all the transactions into one new account without having to retype all the transactions.

Zorak
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Re: Combine accounts

Post by Zorak »

Here's a video that shows how to do it.

https://www.powerchurch.com/support/368 ... e-accounts

raylaurenza
Posts: 39
Joined: Mon Sep 21, 2009 10:28 pm

Re: Combine accounts

Post by raylaurenza »

Sorry. I think I described my problem incorrectly. I have 2 fund accounts. One is my general Fund acct(GF) and the other is my daycare(DC)
Each fund account has its own chart of accounts and their own set of transactions. I want to take(or move) all of the transactions from my daycare fund account and move them into the general fund account. In this way I would now only have one fund account, the GF, and I can delete the daycare account. I have two checking accounts and I want to close the DC checking account at my bank and move all the money to the GF checking account, so that I have one actual checking account and one fund account in Power Church.

Does this make sense??

thanks for help

NeilZ
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Joined: Wed Oct 08, 2003 1:20 am
Location: Dexter NM
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Re: Combine accounts

Post by NeilZ »

raylaurenza wrote:Sorry. I think I described my problem incorrectly. I have 2 fund accounts. One is my general Fund acct(GF) and the other is my daycare(DC)
Each fund account has its own chart of accounts and their own set of transactions. I want to take(or move) all of the transactions from my daycare fund account and move them into the general fund account. In this way I would now only have one fund account, the GF, and I can delete the daycare account. I have two checking accounts and I want to close the DC checking account at my bank and move all the money to the GF checking account, so that I have one actual checking account and one fund account in Power Church.

Does this make sense??

thanks for help
Yes .. and I'm not sure its possible.

Here's something to try:

1. Do a backup of the Accounting tables using the Poewrchurch backup utility.
2. Try moving one of the accounts in the DC account to a NEW account number under the GF account.
3. If that works, move the new account number into the account you want to merge it with in the GF account.

If that works, do that for the other accounts under the DC.

If it didn't work, restore the Accounting database from the backup.
Neil Zampella

Using PC+ since 1999.

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