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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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