Merge Business Records

Just like you can merge person records, you can also merge business records. Typically, this is only needed if a single business has more than one record in your system.

You can merge business records directly from Finance > Businesses by selecting the businesses you want to merge and clicking the ti ti-login-2 icon. You can also use the Smart Search to look for businesses with similar names.

If you've ever merged person records before, the page below will look very familiar. The first thing you'll want to do on this screen is pick the master record near the top. This is the record that the others will be merged into. Then, look at each row and ensure that the correct value is selected. If a value isn’t correct on the master record, you can choose to select the data from one of the other records. After you've selected the data to keep, just click Merge Records to complete the merge.

The address displayed at the top of the merge block is shown for reference only. After selecting the primary/master record, you'll still need to pick which address(es) to carry forward.