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        <a class="WebWorks_Breadcrumb_Link" href="lists.12.1.htm#1087563">Lists</a> &gt; <a class="WebWorks_Breadcrumb_Link" href="lists.12.9.htm#1087563">Combining records</a> &gt; Combining accounts</div>
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      <blockquote>
        <div class="hm_ModuleHeading"><a name="1087563">Combining accounts</a></div>
        <div class="b_Body"><a name="1087564">You can only combine accounts that are:</a></div>
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                  <span style="color: Gray;">■</span>
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                <div class="bb_Bulleted_inner"><a name="1087566">accounts of the same account type (for example, asset and </a>expense accounts cannot be combined) and</div>
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                  <span style="color: Gray;">■</span>
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                <div class="bb_Bulleted_inner"><a name="1087567">detail accounts.</a></div>
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        <div class="b_Body"><a name="1087568">You cannot combine:</a></div>
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                  <span style="color: Gray;">■</span>
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                <div class="bb_Bulleted_inner"><a name="1087569">header accounts</a></div>
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                  <span style="color: Gray;">■</span>
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                <div class="bb_Bulleted_inner"><a name="1087570">accounts that are linked to other accounts.</a></div>
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        <div class="b_Body"><a name="1087571">When accounts are combined, the non-transaction account </a>information for the primary card—such as account name, description and bank details (for banking accounts)—is retained as the default information for the combined account. The transaction details and opening balance of the secondary account are added to the primary account. Non-transaction information for the secondary account is deleted.</div>
        <div class="bnF_NoteHeadingFirst">
          <span class="N_007eNoteCautionWarning">note : </span><a name="1087572">Budgets and job budgets not combined</a></div>
        <div class="btL_TipBodyLast"><a name="1087573">Budgets and job </a>budgets for the secondary account are not added to the budgets and job budgets of the primary account. You will have to revise the budgets and job budgets of the primary account after combining them. </div>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd1087574&quot;);">
          <span class="N_007eProcBullet"></span><a name="1087574">To combine two accounts</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd1087574", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd1087574", false);</script>
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                  <span class="N_007eStepNum">1	</span>
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                <div class="bs_BodyStep_inner"><a name="1087575">Go to the </a><span class="w_Widgets">Accounts</span> command centre and click <span class="w_Widgets">Accounts </span><span class="w_Widgets">List</span>. The <span class="w_Widgets">Accounts List</span> window appears.</div>
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                  <span class="N_007eStepNum">2	</span>
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                <div class="bs_BodyStep_inner"><a name="1087576">Select the primary account. This is the account that the </a>secondary account’s transaction history and opening balance will be transferred to.</div>
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                  <span class="N_007eStepNum">3	</span>
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                <div class="bs_BodyStep_inner"><a name="1087577">Click </a><span class="w_Widgets">Combine Accounts</span>. The <span class="w_Widgets">Combine Accounts</span> window appears.</div>
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        <div class="bsc_BodyStepContinued"><a name="1087586">The primary account appears under the </a><span class="w_Widgets">Primary - Move all </span><span class="w_Widgets">transactions to</span> list. If necessary, you can choose another primary account from the list.</div>
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                  <span class="N_007eStepNum">4	</span>
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                <div class="bs_BodyStep_inner"><a name="1087587">Select the secondary account from the </a><span class="w_Widgets">Secondary - Remove </span><span class="w_Widgets">all transactions from</span> list.</div>
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        <div class="bcFi_CautionHeadingFirstIndent">
          <span class="N_007eNoteCautionWarning">caution : </span><a name="1087588">The next action cannot be undone</a></div>
        <div class="bcLi_CautionBodyLastIndent" style="margin-bottom: 4.0pt;"><a name="1087589">Before </a>continuing, check that you’ve selected the correct accounts to be combined. If you combine the wrong accounts, you will have to restore from a backup and re-enter transactions posted to the accounts since the backup.</div>
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                  <span class="N_007eStepNum">5	</span>
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                <div class="bs_BodyStep_inner"><a name="1087590">Click </a><span class="w_Widgets">Combine Accounts</span>.</div>
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                  <span class="N_007eStepNum">6	</span>
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                <div class="bs_BodyStep_inner"><a name="1087591">When the next window appears, click </a><span class="w_Widgets">OK</span> to confirm you want to combine the two accounts.</div>
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        <div class="href_ReferenceBlockHeading"><a name="1115908">Related Topics</a></div>
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                  <span style="color: Gray;">■</span>
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                <div class="bbi_BulletedIndented_inner"><span class="l_Link"><a href="lists.12.9.htm#1087530" name="1115912">Combining records</a></span></div>
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                <div class="bbi_BulletedIndented_inner" style="width: 9.9212598425197pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
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                <div class="bbi_BulletedIndented_inner"><span class="l_Link"><a href="lists.12.10.htm#1087535" name="1115916">Combining cards</a></span></div>
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                  <span style="color: Gray;">■</span>
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                <div class="bbi_BulletedIndented_inner"><span class="l_Link"><a href="lists.12.8.htm#1087494" name="1115920">Deleting a record</a></span></div>
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        <div class="b_Body" style="font-size: 8.5pt; margin-top: 3.0pt;"><a name="1072992">&nbsp;</a></div>
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