Can you move old invoices from an old customer to a new customer in Reckon Hosted

Roslyn

Kris_Williams

I would probably do a credit to the old customer and a new invoice to new customer, just so there’s a record. If it’s just a name change you can do that to the old customer and just change name

Acctd4

Hi Roslyn

 

It depends – If you have payments allocated under the old customer then probably not.

However you can merge Customers if for example a 2nd one has been setup as a duplicated variation or for simply a change of business contact details.  For changes to contact details - if you really want to retain the info - you can always enter the old details in the Supplier’s Notes.

 

To merge a Name, simply edit the one you want to change so that its name is an exact match to the other name (that you want to keep)

This will generate a message that the names are the same & will prompt you with the option to merge them 

 

NOTE: If you do not get this message, you’ve not edited it to be exactly the same so will need to check.

 

Shaz Hughes Dip(Fin) ACQ NSW, MICB

Reckon Accredited Professional Partner Bookkeeper / Registered BAS Agent (No: 92314 015)

Accounted 4 Bookkeeping Services

Ballajura, WA

0422 886 003

[email protected]

www.accounted4bs.com

Roslyn

Thank you for your help.  All sorted

Roslyn

Thank you for your help.  All sorted