Merging records in QuickBooks

You can merge an list record into another record.   Once you merge the records, the merged record ceases to exits and any transactions will now show under the record it was merged into.


To merge two record switch to single user mode,  open up the relevant list and double click the record you want to remove then to open the editor.   Change the name the record to an existing record then press OK.  QuickBooks will show a dialog to confirm this action.