Using the Merge Lists Tool

The Merge Lists tool allows you to merge your old list items such as categories and taxes with list items from your new connection.

This also preserves any rules that have been set up for suppliers, customers, or the bank, which will work with your new list items.

You may wish to merge your lists if you are connecting an in use account with a new accounting software, moving from one accounting software to another or removing a connection from an account.

Using the Merge Lists Tool

To use the Merge Lists tool:

1. You must first change your account’s connection state. This means going from not connected to connected, changing from one connection to another or changing from connected to not connected. See this article for more information on how to do this.
2. Once you’ve completed that change in connection state, on the Connections page (go to Business settings > Connections) you’ll see a Manage button with the option to Merge Lists on the dropdown. 

3. You’ll see a window that’ll take you through the steps of merging your lists. The first step will outline what the process will do. Click Continue when ready.

4. The next screenshots will be for some of the lists (e.g. categories, taxes, projects) that are able to be merged.

You’ll see your old list items and can use the drop down to select which of the new list items relate to the old list. You can make a selection by selecting some but not all lists or even to skip whole lists if needed.

When ready click Continue.

5. Once you’ve clicked Continue on the last list the process will be complete.

You can view your lists at any time by going to Lists in the sidebar and selecting the relevant list.

6. Now that you’ve merged your lists we can preserve all of your supplier rules by using the new list items that you’ve nominated and can also apply them to other things such as your archived items.