Overview of the Combine Cards window

Combine Cards window

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 card.

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.

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.

Restrictions

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.

Additional results

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

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.

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.