Billing: Merge chart of accounts (CoA)
SwimOffice Admin - Super User
Once you merge a CoA all historical recording of that CoA will be gone and will be reflected under the new, merged, CoA. The old CoA will be DELETED automatically by the system.
- In the side menu click Billing Admin > Billing Setup > CoA Setup.
- Alternatively, you can access it via Team Admin > Registration Admin > CoA Setup.
- Click Merge.
- Select your Merge From CoA and Merge To CoA.
- Click Save Changes.
QuickBooks Integration Guide
Reporting for QuickBooks and the IIF file