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Level 1

Hi There, I'm tryng to edit and merge some of the categories under expenses.

 
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Level 7

Hi There, I'm tryng to edit and merge some of the categories under expenses.

Hey reis-thc,

 

I'm happy to see you're looking to consolidate your accounts. Keeping your books organized is a great habit, which goes a long way to help keep everything balanced. It's the best way to unlock the full potential of your reports, and gain additional insights into your profits. We can easily merge accounts, and I'll gladly show you how. 

 

The categories you select under expenses are taken directly from your chart of accounts. This ensure you'll always be able to select the correct account to categorize your Profit & Loss. It just takes a few easy steps:

  1. Go to the Gear icon and select Chart of Accounts.
  2. Go to the account you want to keep and select Edit from the drop-down in the Action column.
  3. Take note of the Name and Detail Type, and check if the Is subaccount option is marked. If it is marked, remember the parent account associated.
  4. Select Cancel to return to the Chart of Accounts.
  5. Go to the account which you don't want to use, and select Edit from the drop-down in the Action column.
  6. Change the Name and Detail Type, and mark Is subaccount as appropriate.
  7. Select Save, then choose Yes to confirm that you want to merge the two accounts.

Check out this great article for additional information regarding this process: How to merge accounts, customers, and suppliers

 

Let me know how this goes! I want to make sure you're all set to organize your books.