Hi -so I am needed to know how to safely merge two bank accounts into one live feed. I've excluded duplicate trans, one acc is sitting in COA, the other is live?

Great job cross-referencing those transactions and excluding the duplicates. Before merging, if both accounts have an Opening Balance Equity transaction, you'll have to delete the one with the more recent date. The older entry will automatically become the opening balance for the merged account. Here’s how:

1. Go to Gear icon, then click Chart of Accounts.
2. Find the account with the most recent opening balance.
3.  Click Account history under Action.
4. Click transaction that you want to delete, then select Delete.

Next, save all reconciliation reports for both accounts for your records. Keep in mind that the account being merged will lose its reconciliation history after the process. Here’s how:

1. Go to Settings and click Reconcile.
2. Choose the Account you want to save the report for.
3. From the Report period dropdown, select the reconcile dates you need.
4. Select View report, click the print icon in the upper-right corner.

Finally, you can now merge the old Cashplus account into the live Zimpler account. Here’s how:

1. Find the Cashplus account, click the dropdown arrow, and select Edit.
2. Make sure to note the Account name, Account type, and Detail type. All of these should be identical between the accounts you wish to merge.
3. If done, click Save. A prompt will appear; select Yes, merge accounts to confirm.

If you still need live assistance, you can reach out to our Intuit Expert. They can do a screen share and walk you through the process.

If you have any other questions, feel free to let us know. We’re here to help.