You logged in to review your client's QuickBooks Online company file for period end, and you need to prepare a set of management reports. When reviewing the Open Invoices Report, you notice that there are two customers with several unpaid invoices in each account that have very similar company names. One account is named Wow Watches and the other is named
You logged in to review your client's QuickBooks Online company file for period end, and you need to prepare a set of management reports. When reviewing the Open Invoices Report, you notice that there are two customers with several unpaid invoices in each account that have very similar company names. One account is named Wow Watches and the other is named Wow Watches, LLC. You discover that they are the same company, and the correct name is Wow Watches, LLC.
What is the most efficient way to get all of the transactions for both sets of customer records to appear under the correct name?
a) Edit each transaction to amend the company name.
b) open the reclassify transaction tool, select customers as an option, and edit the company name
c) From the customer list, select the check box next to the company names, then Select merge Batch records from the batch actions drop down
d) Edit the incorrect customer name to be the exact same name as the correct customer, and then merge.