How to handle duplicate records when importing

Use the Duplicate Records field to indicate whether you want to reject duplicate records, add them to your company file or update existing records.

• Accounts, jobs, activities or item records If you're importing accounts, jobs, activities or item records, you can't have accounts, jobs, activities or items with identical numbers. If you attempt to import an account, activity or item with a duplicate number, AccountEdge will either reject the number or update the record's unique information in your company file, depending upon your selection here.
  
  For example, if Item #100 already exists in your company file and you select Update Existing Record here, when you import information about a different Item #100, the information about Item #100 in your company file will be changed to reflect the information that's in the import file.
  
  If you choose to reject duplicate records, the information that's rejected will be placed in the Import Log report, which is created at the time you import.

• Spend Money or Receive Money transactions If you're importing Spend Money or Receive Money transactions, you have the choice to reject duplicate transactions or add them to your company file.
  
  If you choose to reject duplicate records, the information that's rejected will be placed in the Import Log report, which is created at the time you import.

• Customers, vendors, employees or personal contacts In AccountEdge, you can have customers, vendors, employees or personal contacts with the same name.
  
  If you import cards and choose Identify Records by Card Co./Last Name, you have the choice of updating the existing card, adding the duplicate card or rejecting the duplicate card.
  
  If you import cards and choose Identify Records by Card ID, you have the choice of updating the existing card or rejecting the duplicate card. (Each card must have a unique ID number including those contacts with the same name.)
  
  For example, if a record for Eileen Martin already exists in your company file and you select Update Existing Record, when you import information about another Eileen Martin, the information about Eileen Martin in your company file will be changed to reflect the information that's in the import file. If you select Add Them instead, a new Eileen Martin record will be included in your company file when you import.
  
  If you choose to reject duplicate records, the information that's rejected will be placed in the Import Log report, which is created at the time you import.

• Sales If you're importing Sales, you have the option to reject duplicate transactions or add them to your company file.
  
  If you've marked the preference Warn for Duplicate Invoice/Customer PO/Invoice and Customer PO Numbers on Recorded Sales, when you import sales, each sale will be checked for duplicates according to your selection. (Preferences window -- Sales view)
  
  If you haven't marked the preference, each sale will be checked for either a duplicate invoice number or a duplicate Customer PO number.
  
  If the Invoice or Customer PO field is blank, the field is not considered a duplicate.

• If you choose to reject duplicate records, the information that's rejected will be placed in the Import Log report, which is created at the time you import.

• Purchases If you're importing Purchases, you have the option to reject duplicate transactions or add them to your company file.
  
  If you've marked the preference Warn for Duplicate Purchase Order/Vendor Invoice/PO and Vendor Invoice Numbers on Recorded Purchases, when you import purchases, each purchase will be checked for duplicates according to your selection. (Preferences window -- Purchases view)
  
  If you haven't marked the preference, each purchase will be checked for either a duplicate purchase order number and a duplicate vendor invoice number.
  
  If the Purchase Order or Vendor Invoice field is blank, the field is not considered a duplicate.
  
  If you choose to reject duplicate records, the information that's rejected will be placed in the Import Log report, which is created at the time you import.

• Note:  How to edit your import file to update check boxes