Merge Accounts for Sage 50 Accounting

Take control of your customer and vendor data like never before with Merge Accounts for Sage 50 Accounting—the ultimate solution for seamless transaction transfers across customer and vendor records. Say goodbye to tedious manual data editing and hello to efficiency!

With just a few clicks, select a From Account and a To Account from an intuitive dropdown list. Whether consolidating duplicate customer profiles or merging vendor records, this tool ensures a smooth transition of all associated financial data. Need to maintain a detailed audit trail? No problem—simply opt to include event log entries like invoice creation, transaction modifications, and purchase order updates.

Experience the power of automation. Click Move Transactions, and watch as all linked sales orders, quotes, invoices, payments, purchase orders, purchases, and credits memos shift effortlessly to the To Account—regardless of whether they belong to closed fiscal periods or not. The system updates both sales and purchase history, ensuring accuracy across your financial records.

Once the merge is complete, the From Account record becomes inactive, preventing further transactions and eliminating confusion. Want a cleaner, more organized database? Easily delete inactive records for a streamlined system.

Boost productivity, eliminate redundancy, and simplify account management—Merge Accounts makes it easy. Are you ready to transform the way you manage customer and vendor data? Try it today!

Important note if you have attachments in your Maintenance Records

When merging accounts, all transaction attachments will be transferred. However, attachments stored in Maintenance Records for Customers and Vendors will not be merged automatically.

If you need to transfer an attachment linked to a Customer or Vendor ID, you must manually save the attachment from the original record and then add it to the new (To) record.

After selecting the From Customer and To Customer, simply click the Move Transactions button. While transaction events are typically included, you have the flexibility to exclude them if desired.

BEFORE THE MERGE

AFTER THE MERGE