Forum Discussion

RaeleneQPCS's avatar
RaeleneQPCS
Experienced User
6 years ago
Solved

Can I merge 2 debtor accounts in MYOB EXO?

I have 2 debtor accounts, which are for the same company.  Both have transactions so I would like to merge them and keep all the history.  Is this possible?
  • CarlBrooks's avatar
    CarlBrooks
    6 years ago

    Hi RaeleneQPCS 

     

    This is not possible, there is no function in EXO to merge customers.

     

    All the best

     

    Carl

     

     

     

RaeleneQPCS's avatar
RaeleneQPCS
Experienced User
6 years ago

Steve_Marriott thank you.  That would be a good work around.

  • Will_SolnX's avatar
    Will_SolnX
    Super Partner
    6 years ago

    Hi RaeleneQPCS ,


    While CarlBrooks  is right, this isn't a function out of the box, it's definitely a function your Exo Partner should be able to set up for you if needed.

    (I've written a debtor merge function for several of my clients.  It's complicated, but doable.)

     

    Regards,

    Will Howard
    Focus Technology group www.Focus.net.nz 

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