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Trixy
Level 1

With ANZ standard feed stopping on 2/9, I have got direct feeds however I now have 2 accounts in QB for the business. How do I combine the two together?

 
Solved
Best answer September 19, 2023

Best Answers
IntuitSheila
Level 8

With ANZ standard feed stopping on 2/9, I have got direct feeds however I now have 2 accounts in QB for the business. How do I combine the two together?

Hi Trixy,

 

Thanks for posting in the Community!

 

Ideally if you have an existing ANZ account connected through standard feeds connection what we could have done is disconnect the current connection and re-connect the ANZ account through Direct feeds.

 

Let's just go ahead and disconnect the Standard feeds connection, and then marge the account in the Chart of accounts. Here's how to disconnect the standard feeds connection:

 

  1. Click on the Transactions or Banking tab.
  2. Click on the standard connection ANZ account.
  3. Click on the pencil icon, and click on Edit account info.
  4. Tick box for Disconnect this account on save.
  5. Click on Save and close.

Then, let's go to the Chart of accounts to merge the accounts. 

 

  1. Click on the Accounting tab.
  2. Click on Chart of Accounts.
  3. Locate the account you wanted to keep, select the dropdown arrow in Action column.
  4. Click on Edit, and note the Account Type and Detail type. In the accounts you want to merge these details must be the same.

Next, let's handle the second account.

 

  1. Still under the Chart of accounts.
  2. Find the duplicate account, select the dropdown arrow under Action column and click on Edit.
  3. Change the Name and Detail type so the duplicate accounts information matches the account you wanted to keep.
  4. Click on Save and Yes.

That's it. You can also check this link to learn more about: Merge duplicate accounts, customers, and suppliers in QuickBooks Online.

 

Please let me know if you have any additional questions. I'm always willing to assist.

View solution in original post

1 Comment 1
IntuitSheila
Level 8

With ANZ standard feed stopping on 2/9, I have got direct feeds however I now have 2 accounts in QB for the business. How do I combine the two together?

Hi Trixy,

 

Thanks for posting in the Community!

 

Ideally if you have an existing ANZ account connected through standard feeds connection what we could have done is disconnect the current connection and re-connect the ANZ account through Direct feeds.

 

Let's just go ahead and disconnect the Standard feeds connection, and then marge the account in the Chart of accounts. Here's how to disconnect the standard feeds connection:

 

  1. Click on the Transactions or Banking tab.
  2. Click on the standard connection ANZ account.
  3. Click on the pencil icon, and click on Edit account info.
  4. Tick box for Disconnect this account on save.
  5. Click on Save and close.

Then, let's go to the Chart of accounts to merge the accounts. 

 

  1. Click on the Accounting tab.
  2. Click on Chart of Accounts.
  3. Locate the account you wanted to keep, select the dropdown arrow in Action column.
  4. Click on Edit, and note the Account Type and Detail type. In the accounts you want to merge these details must be the same.

Next, let's handle the second account.

 

  1. Still under the Chart of accounts.
  2. Find the duplicate account, select the dropdown arrow under Action column and click on Edit.
  3. Change the Name and Detail type so the duplicate accounts information matches the account you wanted to keep.
  4. Click on Save and Yes.

That's it. You can also check this link to learn more about: Merge duplicate accounts, customers, and suppliers in QuickBooks Online.

 

Please let me know if you have any additional questions. I'm always willing to assist.