Cards

Combining cards


For a variety of reasons - a business with multiple names, a husband and wife both in your Card File, simply an entry error - you may have two separate cards that would better be treated as one. Or if you have been using MYOB software for years, you may have many duplicate vendors or customers with each Card having its own transaction history. Using the Combine Cards window, you can identify the primary of two cards, bring all the secondary card's transactions into the primary's history, and delete the secondary account.

Restrictions

You can combine two cards only if:

Additional results

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

Conflict warnings

If the Income Account for a customer or Expense Account for a vendor, the Tax Code or the Tax ID are not the same for both the Primary and Secondary cards, you will receive a warning of the difference. If you choose to continue with the process, the primary card's selection for the information will be retained.

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