Question: When would you recommend merging accounts to a client? (Select all that apply) If there are too many accounts active in the chart of accounts

When would you recommend merging accounts to a client?

(Select all that apply)

  • If there are too many accounts active in the chart of accounts

  • When a client has added more than one of the same exact accounts unnecessarily

  • When the client asks if they can put everything in one account

  • If two accounts are being used for the same thing

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