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BDGmic
October 7, 2020
Question

QB 2020, Merge Classes & Warning Message

  • October 7, 2020
  • 1 reply
  • 14 views

I am running QB Desktop 2020 for Mac, and would like to merge some classes.  I understand from other posts that I can change the name of one class to match the other to initiate the merge process.

 

I have tried this process using my Items list, and it works.  However, when I tried the same for Class list, a warning message pops up saying, "This name is already in use. Please use another name."

 

I would love to merge classes.  Has anyone experienced similar warning message, and know a way around it?  TIA!

    1 reply

    R
    RCVQuickBooks Team
    QuickBooks Team
    October 7, 2020

    I appreciate you for upgrading your QuickBooks Desktop for Mac to the latest version. Let's perform some steps to merge your classes, BDGmic.

     

    I've checked here on our records and there's no reported case about this error message when merging classes. You can merge two classes through editing the second class and make the name identical to the first class. The system will detect an existing class with the same name you're trying enter then will ask you two merge these classes instead.

     

    However, we can't combine more than two items at a time. Also, the option to combine items if both have sub-items is unavailable. We'll need to first remove the sub-items from the items you want to remove. Once done, identify which Class name you want to keep and which one you want to combine. Just follow the steps below to merge them: 

     

    1. Go to Lists on the top menu. 
    2. Choose the Class List.
    3. Select a class, then change the Class name with the same class that you want to merge.
    4. There will be a prompt message, just tap Yes.

    To check if the two classes are merged, just right-click the class and choose QuickReport. Once you merge two items, we can't reverse it and all transactions (even in closed periods) will be under one item. It may also affect previous financial reports and the data associated with the merged item is removed from your records along with the item itself.

     

    To learn more about how to add, edit, and delete items in QuickBooks Desktop for Mac, see Add, edit, and delete items article for more details.

     

    If the same thing happens, there may be a damaged data on the company file you've been working with. We can run the Rebuild Data tool is built-in to fix any company file data issues.  Just follow the steps and detail in his article: Fix data damage on your QuickBooks Desktop company file.

     

    I'd like to know how you get on after trying the steps, as I want to ensure this is resolved for you. Feel free to reply to this post and I'll get back to you. Take care always.

    B
    BDGmicAuthor
    October 7, 2020

    Hi RCV - first, thank you for your detailed response.

     

    Second, you are correct - I can and have only merged 2 names from Items List at a time.  Merging can occur when the name and subitem fields match.  I usually get a pop-up window stating "Merge.  This name is already being used.  Would you like to merge them?"  I have the option to click yes or no.

     

     

    You are further correct in stating that once merged, it can't be reversed.

     

    However, I am unable to merge names from Class List.  I followed your steps, and my number 4 step shows a prompt message that says "Warning.  This name is already in use.  Please use another name."

     

     

    I've periodically ran "verifying" and "rebuilding" data, and QB has not found any damages or issues.  It's a curious case.  Any other ideas?  I appreciate your feedback!

    C
    Catherine_B
    Level 9
    October 7, 2020

    Hello there, BDGmic.

     

    I do appreciate your time for troubleshooting the error messages you were prompted with. You might want to run the QuickBooks File Doctor to fix company file issues. If the same thing happens after merging, I'd suggest getting in touch with us so we can further investigate the root cause of this issue. 

     

    Here's how to contact us: 

     

    1. Click this link:https://help.quickbooks.intuit.com/en_US/contact
    2. Select QuickBooks Mac Desktop.
    3. Click Company file.
    4. Scroll down to the page where you can see the option to contact us.

    We'll be around the corner to help. Just keep us posted on how this works. You take care and stay safe!

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