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[Darrell Gilbert]

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Let me clarify. I need to create a new account in BC and merge the history of an existing account into the new account. Is there a way this can be done? Thanks again!

[Suzanne Scanlan]

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@kimd can you assist with this question?

[Kim Dallefeld, MVP]

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Darrell, I did some research for you and all that I can find is that we can merge customers and vendors as a standard feature in BC.

I could not find anything, even an Appsource solution for your problem.

I do have some good developers that could write a program for you.

Alternatively, I would block one account and just use the other. Not elegant and the transactions from the blocked account will not move. If the issue is that these are P&L accounts, you could do journal entries by month the total of each month before you block the account. You can also put both accounts on one line of your income statement.

[Darrell Gilbert]

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Hi Kim. Thank you for your reply. In our sandbox I tried just changing the account number to a new number. It worked, including transferring all the transaction history. This was suggested by another discussion member. Thanks again!

[Kim Dallefeld, MVP]

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I thought you had two accounts and wanted the history of A to be merged with the history of B. As Brenda stated that is not possible. We can ‘merge’ customer and vendors but not gl accounts!

[Suzanne Scanlan]

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@bemondarcherpoint-com @alexwiley @amandamayer Can you assist?

[Brenda]

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Hi Darrell,

Would simply changing the GL Account number to the new account number and using that moving forward give you what you need? When you say “merge”, are you wanting to add the history to the new account number and remove it from the old account number? If it’s tied to transactions, we can’t remove the history, so you would have double entries in the new account – if I’m understanding your request correctly.

Feel free to shoot me an email at bemond@archerpoint.com.

[Darrell Gilbert]

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Hi Brenda. Thank you for your suggestion! I went into our sandbox and tried just changing the account number of the old account to a new account number. It worked, history and all was moved to the new account. Kind of scary, but what an easy solution. Knowing how powerful this is, I think we will limit users’ ability to do this.