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Combine (merge) two names on the Other Names List

Once you merge two names on the Other Names List, you can't reverse it.
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All transactions, even in closed periods, will be under the one name. It may also affect previous financial reports. The data associated with the merged name, such as address, phone number, etc., is removed from your records along with the name. Any notes associated with the merged name are also lost.

Situations where you can't merge an Other Name

To merge two names on the Other Names List

  1. Click the Lists menu, and then click Other Names List.

  2. Double-click the name you don't want to use.

  3. In the Edit Name window, change the name to the same name as the entry you're combining it with.

  4. Click OK.

  5. Click Yes to confirm that you want to merge the two names under the same name.

See also

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