Merging accounts

Hello epotter,

Merging accounts is a great way to make sure your transactions and data stay organized. I have a feeling you've already had a chance to review the Merge Accounts, Customers, and Suppliers article, so let's move on to this message you're seeing.

There are a few reasons a message like this would be coming up. Accounts in the chart of accounts can be linked to something online in the following ways: through the banking feed, via a third party application, or through a third party service. If any of these apply to either of the accounts that you're trying to merge, the program won't allow you to do so. You'll need to sever the online connection first.

To get further help with this or if your accounts aren't affected by one of the things I mentioned above, I encourage you to get in touch with support. An agent will be able to review your setup with you and look at the error message to let you know how to move forward. Learn more about support here: Intuit QuickBooks Desktop software support policies

All the best to you!

We had a few clients merging their data file some reasons by purchasing a 3rd party merging service. We found some data cannot be merged

• Payroll checks are merged as regular checks and won't appear in payroll reports or W2 calculations. This is because Quickbooks does not allow payroll checks to be transferred from one file to another. Also time activities are not merged.
• Bank Reconciliations cannot be merged because Quickbooks does not support the transfer of Bank Reconciliations. You will need to do a single reconciliation for each bank acount after the merge.
• Data files with negative inventory and assembly builds do not merge correctly because there is insufficient quantity on hand to build the assemblies and they transfer over as pending builds.
• Data files with sales tax items and sales tax groups that were modified after their initial use may not be transferred correctly since Quickbooks does not store historical rate changes.
• Data files with group items that were modified after their initial use may not be transferred correctly since Quickbooks does not store historical group modification data.
• Templates cannot be transferred from secondary files to the primary file as Quickbooks does not support the transfer of templates. (However, you can manually export templates and import them into the merged file after the merge).
• Attachments are not transferred because Quickbooks does not support the transfer of attachments.
• Customer Notes and To-Do lists are NOT merged.
• Custom fields in transactions are NOT merged from the secondary file(s) to the primary file.
• Memorized Transaction definitions from secondary files are not transferred, and will need to be memorized again.
• Memorized Reports from secondary files are not transferred, and will need to be memorized again.
• Budgets/Forecasts from secondary files are not transferred, and will need to be memorized again.
• Users from secondary files are not transferred and will need to be re-entered.