cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Not applicable

How to merge two chart of account quickbooks online

HOw to merge two chart of accounts in quickbooks online. 

8 Comments
QuickBooks Team

Hi reginatsai, I'm here to help you merge the accounts in...

Hi reginatsai,

I'm here to help you merge the accounts in QuickBooks Online.

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

If you have further questions, please let me know. Thanks.

Not applicable

Hi IntuitRenjo, when I say "yes" I'd like to merge those...

Hi IntuitRenjo, when I say "yes" I'd like to merge those accounts I get the error message, "Another account is already using that number. Please use a different number." I followed your instructions exactly, any reason why this might show up that you can think of?
Not applicable

I am having this exact issue also.

I am having this exact issue also.
Not applicable

When I try to do this I receive an error message. You can...

When I try to do this I receive an error message.
You can't merge two accounts that are both set up for Online Banking or Web Connect.
Not applicable

Hi zlscougars - leave the account number blank when renam...

Hi zlscougars - leave the account number blank when renaming the account you don't want to keep.  This will merge the accounts with no message errros
Not applicable

Leaving the number blank just creates another line

Leaving the number blank just creates another line
Not applicable

Re: Hi reginatsai, I'm here to help you merge the accounts in...

Do all of the expenses, tied to an account merge to the newly merged account? In other words, when you merge two accounts, do the items tied to each account also merge?

Moderator

Re: Hi reginatsai, I'm here to help you merge the accounts in...

Hello there, TooManyJobs and echastain.

 

Thank you for posting in the Community. Allow me to help share some insight to merge accounts and get this straightened out. 

 

Let me address first TooManyJobs question. Yes, you're correct. When you merge two accounts, all the transactions will be moved to the remaining account. I've attached some articles below about this for additional reference: 

For echastain's question, the suggested steps provided by other users should get rid of the error message you're getting when merging two accounts. Some issues that you encounter with your QuickBooks Online account can be solved by trying some browser related troubleshooting steps.

 

There are times that the browser is full of frequently-accessed page resources, thus causing some errors or unusual responses. To check, please sign in to your account using another supported browser and try if you can merge the accounts successfully.

 

If you get the same result, sign into your company using a private browsing window to combine the accounts. Please refer to these steps based on which browser you're using:

  • Google Chrome: press Ctrl + Shift + N
  • Mozilla Firefox: press Ctrl + Shift + P
  • Internet Explorer: press Ctrl + Shift + P
  • Safari: press Command + Shift + N

If you're able to merge them, then the cache was probably the issue. You may need to clear your cache in a regular browser to fix this.

 

For more help, I recommend reaching out to our Customer Care Support. They can initiate a screen sharing session to help you get to a resolution quickly.

 

These resources should help to get you on the right track for merging accounts. If you have any other questions about this, feel free to drop a comment below. I'll be happy to help you further. Wishing you and your business continued success.