Worksheet

Duplicate review sheet

A spreadsheet with one row per suspected pair. Columns hold source row, name, tax id, phone, address, match basis, decision (merge, keep both or branch), surviving record, balance carried and reviewer initials. A totals tab sets receivable and payable beside the old ledger.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Remove duplicate customers and vendors before you import them”, www.gullysystem.com/blog/remove-duplicate-customers-and-vendors-before-you-import-them