Hi suzanne73,
Thanks for reaching out to us here. Welcome! QuickBooks Online provides the ability to merge bank accounts, so your chart of accounts remains organized. I would be glad to show you how!
Before you begin, please be advised that merging accounts cannot be undone. I recommend saving your reconciliation reports first, as the reconciliation history may not be saved, but the transactions will be on the merged account and will remain reconciled.
Follow these steps to merge accounts;
1. Open your Settings ⚙, then select the Chart of Accounts
2. Find the account you want to keep and use the dropdown ▼ in the Action column and select Edit
3. Take a screenshot or note the Account type, Name, and Detail type.
Note; These must be exactly the same between the accounts you'll be merging
4. If the Is sub-account option is marked, note the parent account it's tied to
5. Go back to the Chart of Accounts and locate the duplicate account
6. Use the dropdown ▼ in the Action column and hit Edit
7. Change the Name and Detail type so the duplicate account matches the account you want to keep exactly.
8.Hit Save, then Yes to confirm.
Here's a helpful guide for your reference.
If this feels a little overwhelming, please don't hesitate to contact us. With your consent, a member of our Customer Care team can connect with you virtually and navigate through the process with you.
Feel free to reach back out with any other questions. We would be happy to help!
