How to retire duplicate clients?
This tutorial will show you how you can retire a duplicate client which will move all the accounts and unmatched transactions to the replacement client.
Step 1: Click on Client
Step 2: click on client retire
Click on "retire client" to open the retire client screen.
Click on select client to retire
Start typing to find the client you would like to replace the duplicate with.
Once you found the replacement client ,click to select it.
Select replacement client
Once you have selected the replacement client, all you will need to do is click on replace client and click on ok.
When you get to this screen all you will need to do is click on ok to save the changes.