Happy Friday, @StacyH1.
Thanks for reaching out. I hope your day is going great so far.
Some of our customers have found it helpful to create a new bank and merge it with the existing one. In QuickBooks Desktop, some accounts, transactions, lists, etc., can become corrupted (broken). To help clear any data damage to them, you can merge them, essentially making a "new" account that contains all the same data. I've included some steps to walk you through this process below.
Before completing the steps below, please be sure to Create a backup of your company file. Once you have merged in QuickBooks Desktop, you can not undo it.
- Go to List and select Chart of Accounts.
- Add a new account.
- Select the bank account you do not want to keep and click Edit at the bottom left.
- Type the name of the Account you are keeping, the exact way it is on the one you are keeping, and click Ok.
- You will now be asked to confirm if you want to go ahead with the merge. Answer Yes, then Merge Accounts if asked, and your accounts will be merged.
If you feel you need more guidance during this process, please feel free to contact our Technical Support Team. This way, an agent can screen share with you and walk you through the steps.
Also, please note that it is always best to consult with your accountant before making any changes to your Account. If you don't have an accountant, don't sweat it. You can find one here in our Resource Center.
I'm always here if you have any questions or concerns. Take care, and have a great weekend!
