Combine Accounts

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Posted on by Community Member Microsoft Employee

I'm using the combine account utility in the PSTL to combine some accounts. Just wondering, is there a way to perform this task in a more streamlined way (combine multiple non-consecutive accounts)? We have a quite a few accounts to combine that would take a while if we combine 1 set at a time. Any help would be greatly appreciated!

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Mahmoud Saadi 32,738 on at

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RE: Combine Accounts

You can use the "Import" function within the Account Combiner,

Initially, you need to prepare the set of accounts within an excel sheet, including two columns (Existing Accounts and Convert To Accounts)

Existing Account Column: shall include all the accounts to be combined with another account

Convert To Account Column: shall include the new account numbers (to which accounts will be combined)

In the following, I have chosen a set of accounts which can not be picked up using "ranges".

Save the Excel into a text document (.txt). (please ensure to omit the header record from the txt file)

Now, go and import this file on the "Account Combiner". After importing the file, you need to check the following buttons in order

Validate: to check that all the accounts within the set of accounts imported are existing in Dynamics GP. It will generate a report, and you got to make sure that it is free of errors

Modify: choose Modify and select your validated text spreadsheet to change or combine accounts.

One essential note to consider, Account Combiner assumes that both accounts (Existing and Convert to Accounts) have the same posting type, and typical balance values.

Please test this on a test environment to ensure its validity before applying on your live company data.
Community Member Microsoft Employee on at

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RE: Combine Accounts

Thanks for the quick response Richard.
Richard Wheeler 75,730 on at

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RE: Combine Accounts

Changer from Corporate Renaissance Group will allow you to group accounts together and then do a mass merge. www.crgroup.com