The Combine Cards window allows you to choose two cards that should be treated as one and combine them. You identify the primary of the two cards, bring all the secondary card's transactions into the primary's history, and delete the secondary account.

Warning!
This action cannot be reversed; if you remove the wrong card, you will have to restore your most recent backup and enter any transactions that occurred after the backup was made.

You can combine two cards only if:

• Neither card is an employee card.

• Both cards are the same Card Type.

• The primary card is not an inactive card.

• Both cards use the same currency.

Besides merging the transaction histories of the two accounts, there are additional results when you combine accounts:

• The primary card replaces the secondary card in all recurring transactions that involved the secondary card.

• The primary card replaces the secondary card in all contact logs that involved the secondary card.

• The primary card replaces the secondary card in all jobs that involved the secondary card.

• The primary card replaces the secondary card as the Primary Vendor for an item's reorders if the secondary card had been selected for that role.

• To find the Combine Cards window