Merging & Unification Tools
Merge and unify records so different companies' financials consolidate cleanly.
How to use it
Enter Consolidated Mode with two or more companies, then click Merge on the Customers or Vendors page. Likely duplicates across your companies are grouped for you; choose the record to keep, retype its name to confirm, and the others are merged into it. Invoices, bills, and payments are re-pointed; amounts do not change.
Configuration
Requires Consolidated Mode with two or more companies and a role that can edit records. A merge deletes the non-surviving records, so review before confirming.
Details
| Menu location | Customers or Vendors page, Merge button (in Consolidated Mode). |
| Who uses it | Owners combining multiple businesses, and bookkeepers cleaning up duplicate or mismatched records across companies |
| Prerequisites | Consolidated Mode |
Related pages
See which plan includes Merging & Unification Tools on pricing, or how Count My Bucks compares to QuickBooks.