In QuickBooks Online, you can easily merge accounts, customers, or vendors. This is helpful if you want to have a single representation in your Chart of Accounts or in your financial reports.
|Warning: The merging process is not reversible. It is permanent and cannot be undone at a later point.|
Some accounts cannot be changed or cannot be merged into an existing account because of their Type. The Uncategorized Asset is one example of this kind of account. If a user, who has Online Banking, tries to change the Type to a different one, this warning will appear: "Please correct the following errors: You can't change the type of this account because it is reserved for the Online Banking feature."
There are other accounts that you cannot delete or merge because they are needed by the system. They are as follows:
|Note: If one of the accounts you are merging has a symbol in the name, an error message will appear during the process. Remove the symbol and retry merging.|
Merging accounts with reconciliation reports
If you are merging bank accounts that have reconciliation reports, the reports will be deleted from the account that has been merged but the reconcile status (R) will remain on the merged transactions.
To avoid data loss, we highly recommend saving reconciled reports before merging.
To merge two accounts:
Here's how to merge customers:
Here's how to merge vendors:
Now you're able to merge accounts, customers and vendors.