---
title: "FAQs On Bulk Updation Under Configurations | BUSY Software Help"
description: "Get the helpful guide for FAQs related to Bulk Updation under Configurations. BUSY Software Help & Support"
canonical: "https://busy.in/faqs/configurations/bulk-updation/40/"
---

# FAQs On Bulk Updation Under Configurations | BUSY Software Help

[BUSY FAQs](https://busy.in/faqs/) → [configurations](https://busy.in/faqs/configurations/) → bulk updation

## I need help merging duplicate customer profiles in BUSY.

To merge your duplicate accounts in BUSY you can follow this steps:
Step 1: Go to administration menu
Step 2: Then click on bulk updations option
Step 3: Then click on merge masters option and click on account
Step 4: now you will be able to merge masters but before proceeding take the latest backup of your data

## My accountant says the trial balance generated from BUSY has incorrect balances. How can I troubleshoot and identify the cause for incorrect trial balance?

Below are common methods and functions you can use in software applications to refresh data:
Step 1: take backup and reindex the data .
Step 2 :If amount issue of any specific head then an check after run Update Master Balance from Housekeeping tab.(Before doing that please take latest backup of your data).

## I made changes in some vouchers but my reports are still showing differences. What should I do to sync and update the changes?

Below are common methods and functions you can use in software applications to refresh data:
Step 1: take backup and reindex the data .
Step 2 :If amount issue of any specific head then an check after run Update Master Balance from Housekeeping tab.(Before doing that please take latest backup of your data).

## What processes should I run regularly to keep my accounts and reports updated with the latest data?

Below are common methods and functions you can use in software applications to refresh data:
Step 1: take backup and reindex the data .
Step 2 :If amount issue of any specific head then an check after run Update Master Balance from Housekeeping tab.(Before doing that please take latest backup of your data).

## My account balance appears incorrect. What should I check to find the cause of the discrepancy?

Below are common methods and functions you can use in software applications to refresh data:
Step 1: take backup and reindex the data .
Step 2 :If amount issue of any specific head then an check after run Update Master Balance from Housekeeping tab.(Before doing that please take latest backup of your data).

## The reports in BUSY are showing outdated data. How can I refresh the data?

Below are common methods and functions you can use in software applications to refresh data:
Step 1: take backup and reindex the data .
Step 2 :If amount issue of any specific head then an check after run Update Master Balance from Housekeeping tab.(Before doing that please take latest backup of your data).

## I need help merging accounts/clients in BUSY. What is the process?

To merge your accounts in BUSY you can follow this steps:
Step 1: Go to administration menu
Step 2: Then click on bulk updations option
Step 3: Then click on merge masters option and click on account
Step 4: now you will be able to merge masters but before proceeding take the latest backup of your data

## I entered a purchase invoice and the tax rate is showing as % instead of % for some services. Why is it picking up the wrong tax rate and how can I correct this?

To correct tax rate, go to:
Step 1 : Take backup of your company
Step 2 : Click on administration
Step 3 : Bulk updation
Step 4 : Multiple tax category creation/modification
Step 5 : MOdify master and load list
Step 6 : Change type in bulk from 12% to 18% and save

## My service invoice shows tax at % instead of %. How can I change the tax rate for specific services without impacting other items?

To correct tax rate, go to:
Step 1 : Take backup of your company
Step 2 : Click on administration
Step 3 : Bulk updation
Step 4 : Multiple tax category creation/modification
Step 5 : MOdify master and load list
Step 6 : Change type in bulk from 12% to 18% and save

## I want to set up automatic bank feeds in BUSY. What information do I need to provide and how can I get started?

There is a option for automatic transaction that is voucher replication you can use it to pass automatic transaction in bulk :
Step 1 : CLick on administration
Step 2 : Bulk updation
Step 3 : Voucher replication
Step 4 : Create template
Step 5 : Set configuration
Step 6 : Run replicate

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