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Level 1
posted Oct 19, 2024 2:08:44 PM

itsdeductible merge of 3 charities that are the same - How to merge without data loss?

Itsdeductible is showing 3 different charities that are the same charity with slightly different information. Is there a way to merge the 3 into one charity without losing  the donation information of the 3?

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1 Best answer
Level 15
Oct 20, 2024 7:12:24 AM

Sorry, not that I know of.

 

As far as I can see....You'd have to manually re-enter the info from the ones you don't want to use again, into the one you want to consolidate into.  Then delete the data from the old one you won't  be using.

 

Fairly easy for $$ donations...but for lists of items donated, it could be more work.  So for item lists, you'd keep the Charity name containing the longest lists, and transfer from the ones with the shorter lists.

2 Replies
Level 15
Oct 19, 2024 4:09:29 PM

Level 15
Oct 20, 2024 7:12:24 AM

Sorry, not that I know of.

 

As far as I can see....You'd have to manually re-enter the info from the ones you don't want to use again, into the one you want to consolidate into.  Then delete the data from the old one you won't  be using.

 

Fairly easy for $$ donations...but for lists of items donated, it could be more work.  So for item lists, you'd keep the Charity name containing the longest lists, and transfer from the ones with the shorter lists.