Duplicate lists can cause incorrect or inaccurate reporting. Merging them is the fastest way to correct this issue. Rachel and Dan will discuss how to go about merging lists and what to look out for.

Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners.

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00:00 Workshop Welcome
00:30 Rachel Business Update
02:08 Books Close Surprise
04:03 Firm Books Blocked
04:51 Books Review Missing
08:12 URL Bookmark Workaround
10:22 Beta Changes and Billing
13:38 Merging Lists Intro
14:08 Why Duplicates Happen
16:08 Duplicate Customer Problems
20:48 Merge vs Inactivate
23:31 Duplicates or Entities
24:21 Merge vs Inactivate
26:05 Why Duplicates Happen
27:54 Merging Accounts Demo
28:37 No Undo and Backups
31:46 Hierarchy and Subaccounts
36:10 Customer Display Name Merge
38:57 Inventory Items Limitation
40:36 QBOA Merge Clients Tool
45:38 Prevent Duplicates Wrap Up