cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

If i combine my bank accounts, will it keep the history in quickbooks on the one we get rid of and still run reports correctly?

 
1 Comment
Highlighted
QuickBooks Team

If i combine my bank accounts, will it keep the history in quickbooks on the one we get rid of and still run reports correctly?

Good afternoon, @dawnmoree.

 

Thank you for reaching out to the Community.

 

Yes, you can easily merge your accounts in QuickBooks Online. Before you merge them, you can saved reconciled reports for your records.

 

To merge two Chart of Accounts together, here's how:

  1. Choose the Gear icon and then select Account and Settings.
  2. Under Your Company section, click on Chart of Accounts.
  3. Go to the account you want to keep and pick Edit from the drop-down in the Action column.
  4. Take note of the Name and Detail Type, and check if the Is sub-account option is marked.
  5. Press Cancel to return to Chart of Accounts
  6. Go to the account which you don't want to use, and choose Edit from the drop-down in the Action column.
  7. Change the Name and Detail Type, and mark Is Sub-account.
  8. Click on Save, and the pick, Yes to confirm that you want to merge the two accounts.

For more info about merging accounts, customers, and vendors, refer back to this here: How to merge accounts, customers, vendors.

 

Let me know if the steps above do the trick. If you have any more questions, you can always comment below. Have a good weekend!

Need to get in touch?

Contact us