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Can you merge two entries in QuickBooks?

Can you merge two entries in QuickBooks?

QuickBooks Desktop for Windows Copy the name of the entry you want to keep. Right-click the entry you don’t want to use, then select Edit. Paste the name you copied, then select Save & Close. Select Yes to merge the entries.

How many custom fields can you have in QuickBooks Enterprise?

QuickBooks Enterprise allows up to 15 custom fields for items.

How do I merge items in QuickBooks Enterprise?

To merge two items:

  1. Click Lists > Item List.
  2. Review the list for duplicate items; note the name of the item you want to remain.
  3. Double-click the item you want to merge into another item.
  4. Type in the Item Name/Number field the name exactly as you noted it in step 2.
  5. Click OK to save your change.

How do I create a custom field in QuickBooks Enterprise?

Create custom item fields

  1. Go to the Lists menu and select Item List.
  2. Double-click any item on the list to open and edit it.
  3. Select Custom Fields. Then select Define Fields.
  4. Name your custom field in the Label column.
  5. In the Use column, select the checkbox to turn on the custom field.
  6. Select OK to save the custom field.

How do I merge two expenses in QuickBooks?

How to Merge Accounts in QuickBooks

  1. Go to your chart of accounts.
  2. Right click on the account you want to keep and click Edit Account.
  3. Copy the name of the account you want to keep.
  4. Go back to your chart of account and right click on the account you want to merge with the account you are keeping.

Where is the Advanced tab in QuickBooks?

Go to Settings ⚙, then select Account and settings. From the left menu, select Advanced.

How many items can QuickBooks Enterprise handle?

List limits for QuickBooks Desktop for Windows

List name Max number of entries (Pro, Premier) Max number of entries (Enterprise)
Items, including inventory items (group items can contain only 20 individual items) 14,500 >100,000
Items in an inventory assembly or sub-assembly 100 500
Job types 10,000 10,000
Vendor types 10,000 100,000

How do I add a field in QuickBooks?

Set up custom fields to appear on sales forms Note: QuickBooks Online Plus and Essentials are limited to 3 custom fields on sales forms. Go to Settings ⚙, then select Custom fields. Select Add field. Enter a name in the Name field.

How do I merge transactions in QuickBooks?

Merge duplicate transactions?

  1. Select Accounting then Chart of Accounts from the left-hand menu Now, find the transaction.
  2. Once you find it, double click the transaction first and then click the R until it turns into a C.
  3. After that, simply return to the bank feeds to properly match the transaction.

In what list can you set up a custom field?

Before you can use custom fields in reports, you must first set them up in the Item List.

How do I merge sub accounts in QuickBooks?

Here’s how:

  1. Go to the Lists tab and select Chart of Accounts.
  2. Take note or copy the name of the account you want to keep.
  3. Right-click the sub-account that you would like to merge, then click Edit Account.
  4. Replace the name of the account with the one you took note of or copied earlier.

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