Open Business › Contacts and click Merge. Choose the Old Contact (the duplicate) and the Remaining Contact (the one to keep) and confirm. The old contact's invoices, bills, payments, notes, files and projects move to the remaining one and the old contact is removed. This cannot be undone.
1. Open Merge contacts
Open Business › Contacts and click Merge.
2. Choose which one goes and which one stays
- Old Contact (required) - the duplicate. It is removed after the merge.
- Remaining Contact (required) - the one you keep. Its details (name, ABN, address, bank) are kept as they are.
3. Confirm
Exacc moves the old contact's invoices, bills, payments, activities, notes, documents, projects and compliance records to the remaining contact, then removes the old one. Refresh the list to see it gone.
Before you merge
Details are not combined: copy anything you need from the old contact (a phone number, the bank account) onto the remaining one first.
Journals and bank rules that name the old contact stay with it, so check your bank rules afterwards.
Related guides
Checked against Exacc on 4 October 2026. Machine-readable version