Credit Card Feed Question

You can merge the accounts by editing the second account to match the first one. Once unified, all transactions will automatically route to your primary account, and the edited second account will become inactive.

Please note that merging accounts is permanent and cannot be reversed. For additional details, check this article: Merge duplicate accounts in your chart of accounts.

To complete the account merge, you have to disconnect the account you want to merge first. Here's how:

1. Go to All apps and select Accounting.
2. From Bank Transactions, locate the second account tile.
3. Click the Edit icon, and hit Disconnect account.

Once done, you can proceed to merge. Here's how:

1. Navigate to the Chart of Accounts and locate the second account.
2. Click the dropdown menu beside the View register link and choose Edit.
3. Rename the Account name to match the first account, and make sure the Account type and Detail type also match the first account.
4. Hit Save to show the Yes, merge accounts option, and click it to complete the process.

Afterwards, please have your accountant review the post-merger transactions to ensure your records are accurate.

Since your first account doesn't allow QuickBooks to automatically download transactions that are older than 30 days. I recommend logging in to your bank's website, exporting the older history as a CSV file, and manually uploading it into QuickBooks Online.

You can also keep your books organized with expert help by checking out our QuickBooks Live Assisted.

Please let us know if you have any questions or need further assistance.