Merging QuickBooks Customers, Vendors, Accounts, etc.

In QuickBooks, you can merge names (if you have permissions to do so) by editing the name and making it exactly the same as the other name in which you want to merge them into. You can do this with most of the lists in QuickBooks such as the Chart of Accounts, Vendors, Customers, Other Names, Items, etc. Be careful since there is no undo to this action. Also, doing this merges any history all into one history. You can do this with some Items, however if you are working with any items associated with cost data, primarily inventory, I would highly recommend you not merge. What you can do instead is make them inactive and make an inventory adjustment to move any remaining inventory to a new item name/number. If you are merging Chart of Accounts, make sure they are not critical to working with your accountant since this does historically change your financial reports.

Deleting QuickBooks Payment and Deposit Transactions

Changing a received payment can be a little tricky. If the payment that you wish to change has already been posted in a deposit, then if the deposit has not been reconciled already, you can delete the deposit, make the changes to the received payment, then make the corrected deposit. If the deposit was reconciled, then you need to open the deposit, enter in a new line at the bottom and post it to the FROM ACCOUNT (pick any income account) and enter in the AMOUNT of the one line of that payment. You then need to click once on the line that you need to make changes to Once that line is highlighted, you need to click on the EDIT button from your main menu, then click on DELETE LINE. This will not change your deposit amount, but it will unlock your payment so you can edit it. Doing this will also not change your reconciliation. Once you have made the changes needed, you will need to edit that deposit again and click on the payments button in te header of the deposit window, select the payment to be deposited, then you will need to select the temporary income line that you put in as a placeholder and click on EDIT-DELETE LINE.