向前辈们请教一个QuickBooks的问题:关于merge accounts我用的是QuickBooks Premier 2013,想把两个内容相同、名字不同的accounts合并在一起,看网上介绍说只要在同一个科目之下的两个accounts,是可以merge的。只要edit account,把其中一个名字改成另一个,保存之前软件会有个alert, 确认之后保存就可以了。可是我的QuickBooks无论如何都保存不了,只能cancel,不能save and close。这是出了什么问题呢?有没有其他的办法可以把两个accounts合并在一起?
-cantonlin2011(Lisa);
2013-6-12{371}(#72542@41)
1. Check if the two accounts are in the same type, if not try to change the type which is allowed in most cases.
2. Check if the two accounts are on the same parent or sublevel
-homedream(古风);
2013-6-13(#72550@41)
Thanks for reply. Both accounts are the same type and on the same level. After I change the account name, no window pops up, nor I can save. I have no other choice than cancel it.
-cantonlin2011(Forest Sunshine);
2013-6-13(#72558@41)
I guess you did not do it properly. Try to follow the procedures:1. List > Chart of Accounts
2. Select the account you want to remove and merge, then “Edit Account”
3. Type the account name the account into which you are going to merge (should be exactly the same) in the “Name” field
4. Save & Close and Yes to confirm your decision to merge
-homedream(古风);
2013-6-13{284}(#72568@41)
I did follow the procedure and have tried many times. The problem is there was no reponse when I clicked "save and close" and no window poped up. I had to click cancel. I don't know what's wrong.
-cantonlin2011(Forest Sunshine);
2013-6-13(#72569@41)
Maybe you didn't give the authority to do it.
-violet_wgp(Violet);
2013-6-13(#72570@41)
I am the only user now. As the administrator, I have access to all areas in QBs.
-cantonlin2011(Forest Sunshine);
2013-6-13(#72571@41)
Anyone uses QuickBooks Premier 2013 also? Did anyone have the experience like this?
-cantonlin2011(Forest Sunshine);
2013-6-14(#72597@41)
Are you in the single-user mode?
-homedream(古风);
2013-6-14(#72599@41)
是的。公司就我一人用这个软件。我试过切换到multi-user mode,试着合并两个账户,收到提示说只能在single user mode才能merge accouts。但是等我切换回single user mode,再试,还是不能保存,只能点“cancel”才能关闭“edit account”的窗口。
-cantonlin2011(Forest Sunshine);
2013-6-15(#72609@41)