Indieware allows you to merge accounts or move all cost items to another account automatically.


Click COMPANY on the top menu bar and select CHANGE ACCOUNT NUMBERS from the drop down menu.





CAUTION! You cannot undo a merge or change.  Be sure you want to make the changes before you proceed.


To Change Account Numbers (It is a change if the TO account does not exist yet.)


Step 1: Enter the old account number in the Account To Change From box and the new account number in the Account To Change To box.  Click PROCEED.





Step 2: A window will pop up asking you to confirm your changes. Click YES.  This will create the new account, move all transactions to that account and delete the old account.







To Merge Account Numbers (It is a merge if both accounts already exist.)


Step 1: Enter the account number to merge from in the Account To Change From box and the account to merge to in the Account To Change To box. Click PROCEED.  





Step 2: A window will pop up asking you to confirm your changes. Click YES.



Step 3: A second window will pop up asking you whether to delete the From account. At this time, the transactions that were in the From account are now in the To account.  If you would like the From account to still exist, click NO. If you would like the account to be removed, click YES.



NOTE: If you have the Alpha-Numeric Account Number feature enabled, you can use both numeric and alpha characters when changing your Account Number.