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Can I merge 2 debtor accounts in MYOB EXO?

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Contributing User RaeleneQPCS
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RaeleneQPCS
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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?

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MYOB Staff Post CarlBrooks
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CarlBrooks
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Re: Can I merge 2 debtor accounts in MYOB EXO?

Hi @RaeleneQPCS 

 

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

 

All the best

 

Carl

 

 

 

Valued Partner Steve_Marriott
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Steve_Marriott
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Re: Can I merge 2 debtor accounts in MYOB EXO?

Hi @RaeleneQPCS & @CarlBrooks 

 

MYOB Exo does have the ability to have Branch / Head Office accounts in Debtors. The may be something you could look at as a partial solution to what you want to do. (suggest search the online help file).

 

http://help.myob.com.au/exo/help/exo2017/desktop/Argon_EXO_Help/About_head_office_and_branch_account...

 

 

Regards

 

Steve

Steve Marriott
Very Impressive Software
steve@veryimpressive.co.nz
Contributing User RaeleneQPCS
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RaeleneQPCS
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Re: Can I merge 2 debtor accounts in MYOB EXO?

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

Super Partner Will_SolnX
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Will_SolnX
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Re: Can I merge 2 debtor accounts in MYOB EXO?

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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