Overview
The Duplicate Names review helps you identify possible duplicate records across vendors, customers, and employees. Xenett groups similar names together so you can quickly review them and decide whether action is required.
Enable the Review Point
If the review point is not already added:
Click New
Click Task/Review Point and select Duplicate Names from the library
Click Add
If the review point is already added, simply click on it to open the review.
How to Interpret the Review Results
When you open this review:
You’ll see grouped blocks of similar names that may be duplicates
Names can belong to vendors, customers, or employees
Each block represents names that Xenett believes could refer to the same entity
You can also view related transactions to better understand how each name has been used.
Recommended Actions
Based on the review results, you can:
Mark as Reviewed if the names are valid and not duplicates
Review linked transactions before deciding
Merge duplicate names directly in your accounting software
How the Review Works
Step 1: Open the Review Point
Click on the Duplicate Names review point to view all grouped duplicate-name candidates.
Step 2: Review Name Blocks
Review each group of similar names
Open related transactions, if available, to confirm whether the names are truly duplicates
Step 3: Mark as Reviewed (If Not a Duplicate)
If the names are correct and no action is needed:
Click Mark as Reviewed
This tells Xenett that the entry is valid and removes it from the review list.
Step 4: Resolve True Duplicates
If the names are actual duplicates:
Click Actions → View in Accounting Software
You’ll be redirected to the record in QuickBooks or Xero
Merge the duplicate names directly within the accounting system
Note
Due to accounting system API limitations, Xenett cannot merge names directly. Merging must be completed inside QuickBooks or Xero.
Explainer Video