Lists > Combining records
In some situations you may want to combine two records. For example, you may have records in your cards list for two vendors who have merged their operations. Or you may have separate accounts for two departments whose sales figures you now want to combine.
When you combine two records, you identify one as the primary record and the other as the secondary record. The primary record is the record that will inherit the transaction details (transactions, jobs, history, and so on) of the secondary record. The secondary record is deleted.
note : Historical reports
When you view historical reports from the previous fiscal year (for instance, the previous fiscal year’s balance sheet), the primary account is listed showing the combined account balance.
