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S
SimpleProfit
October 10, 2022
Question

Merging in QB online

  • October 10, 2022
  • 1 reply
  • 10 views

Recently I am no longer able to merge. Everything matches, name, account type, but I get a message that another account is using that name please choose a different name. Instead of being able to merge. Help. 

1 reply

M
MirriamMQuickBooks Team
QuickBooks Team
October 10, 2022

Thanks for reaching out to us, @SimpleProfit. Being able to merge your account is my top priority. 

 

To ensure we are on the same page, may I ask what account you want to merge within the chart of accounts? Please know that there are accounts you can't change, like those connected to online banking.

 

To learn more about default accounts in QBO and how you can organize them, see these articles: 

 

 

Please let me know if I can be of additional assistance while working in QuickBooks or need more help with merging your accounts. I'm always here to keep helping. Have a good one!

S
SimpleProfitAuthor
October 10, 2022

It's two expense accounts that were created. Not any accounts that were created by QB that are unmergable. Both are listed as "cost of labor" type accounts with different names, and just need to merge them. 

Q
QueenCModerator
Moderator
October 10, 2022

Hi there, @SimpleProfit

 

We appreciate you for  contacting the Community. I was able to see a merging option after replicating your issue on my end. See the image below:

 

Since you're unable to see this on your end, I'd recommend checking your browser. You can open a private window. Here's how to access incognito mode in some of the most commonly used web browsers:

  •  Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P
  • Safari: Command + Option  + P

 

If you're able to see the merging option by browsing privately,  it's safe to say that it's being caused by the browser. It can be fixed by clearing your cache and cookies. 

 

In the event it continues occurring while using incognito, you'll initially have to try switching to another browsing application.

Here's a list of supported browsers:

  • Google Chrome
  • Mozilla Firefox
  • Safari 11 or newer

 

You can also check this article to help you delete inactive transactions that appear in the chart of accounts in QuickBooks Online.

 

Feel free to reply to this post if you need further assistance. You have a good one!

 

 

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