Merging Lists in QuickBooks Online

from Workshop Wednesdays Hosted by Dan DeLong and Rachel Dauchy

Duplicate lists can cause incorrect or inaccurate reporting. Merging them is the fastest way to correct this issue. Rachel and Dan will discuss how to go about merging lists and what to look out for. Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: https://snip.ly/bundle Brought to you by http://www.schoolofbookkeeping.com - Keep Learning QuickBooks - Your Way!! 00:00 Workshop Welcome 00:30 Rachel Business Update 02:08 Books Close Surprise 04:03 Firm Books Blocked 04:51 Books Review Missing 08:12 URL Bookmark Workaround 10:22 Beta Changes and Billing 13:38 Merging Lists Intro 14:08 Why Duplicates Happen 16:08 Duplicate Customer Problems 20:48 Merge vs Inactivate 23:31 Duplicates or Entities 24:21 Merge vs Inactivate 26:05 Why Duplicates Happen 27:54 Merging Accounts Demo 28:37 No Undo and Backups 31:46 Hierarchy and Subaccounts 36:10 Customer Display Name Merge 38:57 Inventory Items Limitation 40:36 QBOA Merge Clients Tool 45:38 Prevent Duplicates Wrap Up

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Merging Lists in QuickBooks Online

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How long is this episode of Workshop Wednesdays?

This episode is 49 minutes long.

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This episode was published on April 8, 2026.

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