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Income Sources

Merge or Delete Income Sources

CAUTION: This process alters data. We recommend backing up your data before proceeding.
You can merge income sources, delete income sources with no transactions, or make sources one-time income sources. This is useful when you have inactive or duplicate sources. If you merge an income source, all references to the previous source are updated, and the original source is deleted.
CAUTION:

Deleting a record removes it permanently from your database. To hide the record without removing it, make it inactive instead.

  1. On the File menu, click System Processes > Merge/Delete Income Sources.
  2. For each income source you want to change, select an action from the drop-down list.
    Note: You can only delete income sources with zero transactions. Click Source Details to view transaction history.
  3. Click Begin Process.
  4. When the process is complete, click OK.
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Last updated: July 11, 2023