HOw to merge two chart of accounts in quickbooks online.
I'm here to help you merge the accounts in QuickBooks Online.
If you're using two similar accounts and want to combine them into a single account, you can follow the steps below. Please keep in mind that the merging process is not reversible and cannot be undone.
Any transactions in the account being merged will be moved to the remaining account at the time the merge is processed.
For more information about merging an account in Chart of Accounts, you can check this article: https://community.intuit.com/articles/1145424
If you have further questions, please let me know. Thanks.
Do all of the expenses, tied to an account merge to the newly merged account? In other words, when you merge two accounts, do the items tied to each account also merge?
Hello there, TooManyJobs and echastain.
Thank you for posting in the Community. Allow me to help share some insight to merge accounts and get this straightened out.
Let me address first TooManyJobs question. Yes, you're correct. When you merge two accounts, all the transactions will be moved to the remaining account. I've attached some articles below about this for additional reference:
For echastain's question, the suggested steps provided by other users should get rid of the error message you're getting when merging two accounts. Some issues that you encounter with your QuickBooks Online account can be solved by trying some browser related troubleshooting steps.
There are times that the browser is full of frequently-accessed page resources, thus causing some errors or unusual responses. To check, please sign in to your account using another supported browser and try if you can merge the accounts successfully.
If you get the same result, sign into your company using a private browsing window to combine the accounts. Please refer to these steps based on which browser you're using:
If you're able to merge them, then the cache was probably the issue. You may need to clear your cache in a regular browser to fix this.
For more help, I recommend reaching out to our Customer Care Support. They can initiate a screen sharing session to help you get to a resolution quickly.
These resources should help to get you on the right track for merging accounts. If you have any other questions about this, feel free to drop a comment below. I'll be happy to help you further. Wishing you and your business continued success.