Merging

Chris258 · ‎February 24, 2023

I have been downloading credit card transactions for years without a problem. Now, when I go to "import new transactions" and it asks if you want to download to an existing account, the drop down lists only one of my two credit card accounts and it is not the one I want. So, I created a new account and was able to download the transaction list. I entered the transaction to QB but, when I went to reconcile the account, I had to manually go in and transfer all the transactions to the original credit card account. I would like to merge the old account into the new account so that all previous and new data will show in the one account. Will I need to enter all the new transactions into QB prior to merging? If so, what is the procedure for doing so in QB Pro 2020 Desktop?

SashaMC · ‎February 24, 2023

Hello Chris258,

Thank you for reaching out to the QuickBooks Community! Let's go ahead and merge those accounts. Here's how:

Go to Lists, then select the list with the entries you want to merge.
Copy the name of the entry you want to keep.
Right-click the entry you don’t want to use, then select Edit.
Paste the name you copied, then select Save & Close.
Select Yes to merge the entries.

However, if you get the message, “You cannot merge an account that has online information associated with it into another account,” you have an active bank feed on one of the accounts, and the bank feeds would need to turn off. This article linked below will show you how to do so. Also, I encourage you to back up your data before starting.

Turn off bank feeds.

If you have more questions about banking or merging accounts, add a response below. I'll be around to lend a hand.

View solution in original post

SashaMC · ‎February 24, 2023

Hello Chris258,

Thank you for reaching out to the QuickBooks Community! Let's go ahead and merge those accounts. Here's how:

Go to Lists, then select the list with the entries you want to merge.
Copy the name of the entry you want to keep.
Right-click the entry you don’t want to use, then select Edit.
Paste the name you copied, then select Save & Close.
Select Yes to merge the entries.

However, if you get the message, “You cannot merge an account that has online information associated with it into another account,” you have an active bank feed on one of the accounts, and the bank feeds would need to turn off. This article linked below will show you how to do so. Also, I encourage you to back up your data before starting.

Turn off bank feeds.

If you have more questions about banking or merging accounts, add a response below. I'll be around to lend a hand.

robertmcreynolds · ‎May 07, 2024

One of the biggest, most well-known, and most well-liked banks in the US is Chase Bank. It is also referred to as JP Morgan Chase Bank, and it is doing a great job of serving food services and retailers. Additionally, they provide their clients with a wide range of personal banking services that are utilised to issue loans and various investments. Additionally, they used to offer their clients very user-friendly online and mobile banking services.

Topics

Training

Community

Resources

Merging

Merging

Merging

Merging

Need to get in touch?