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

Roslyn
Roslyn Member Posts: 102
edited May 2020 in Accounts Hosted

Comments

  • Kris_Williams
    Kris_Williams Member Posts: 2,618 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited May 2020
    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
    Acctd4 Accredited Partner Posts: 2,157 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited March 2020

    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

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015) * ICB-Certified Bookkeeper * Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    0422 886 003

    [email protected]

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • Roslyn
    Roslyn Member Posts: 102
    edited March 2020
    Thank you for your help.  All sorted :)
  • Roslyn
    Roslyn Member Posts: 102
    edited March 2020
    Thank you for your help.  All sorted :)