cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Created with Sketch. Visit our new QuickBooks News section for news, updates, and opportunities to give feedback.
Highlighted
Level 1

Merging chart of accounts? Is that possible? Or deleting a zero account with no activities?

 
1 Comment
Highlighted
QuickBooks Team

Merging chart of accounts? Is that possible? Or deleting a zero account with no activities?

Hi there, 

 

QuickBooks Online makes it easy to merge accounts and I'll be glad to show you how.

 

If you're using two similar accounts and want to combine them into a single account, you can follow the steps below. Please keep in mind that the merging process is not reversible and cannot be undone.

  1. Click the Gear icon located in the upper-right hand corner, and click Chart of Accounts.
  2. In the Action column, select Edit for the account you are keeping.
  3. Copy the Name, make note of the Detail Type and if the sub-account is marked, make note of the parent account it is associated with.
  4. Click Cancel to return to the Chart of Accounts.
  5. Go to the account whose name you don't want to use and click Edit in the Action column.
  6. Paste in the Name and make sure the Detail Type matches the account with which you're merging.
  7. If these are sub-accounts, make sure they are associated with the same parent. If only one is a sub-account, make it a parent account by deselecting the Is Sub-account option.
  8. Click Save.
  9. Click Yes to confirm that you want to merge the two accounts.

Any transactions in the account being merged will be moved to the remaining account at the time the merge is processed.

 

For more information about merging an account in Chart of Accounts, you can check this article: https://community.intuit.com/articles/1145424.

 

To delete an account: 

  1. Click the Gear icon, and then click on Chart of Accounts.
  2. Select the account you want to delete in the list.
  3. Click on the drop-down arrow beside View register and select Delete.
  4. Confirm that you want to delete the account.

Give this a try and if you need further assistance, I recommend contacting our support team using this link.