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How to transfer existing accounts into Multi-Person Accounts

This article/video will show you how to take your existing multi-person accounts and transfer them into Primary and Linked Accounts after the 5.42.0 Release.

This video will show two steps: 

1. How to download your active membership list

2. How to designate a primary account and link secondary accounts to the primary to ensure all A/R charges roll up to the primary account. 

If you already have your member list and only need to know how to link accounts together, please see the article - here.