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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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Accepted Solutions

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

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.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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2 Replies

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

If I'm not mistaken, @SteamTrain is familiar with this program so I will page him to see if he can help.

 

Check back later.

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

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.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
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