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poppyshr40
Level 1

How can i merge two bank registers?

 
1 Comment 1
MaryLurleenM
Moderator

How can i merge two bank registers?

Hello there, poppyshr40,

 

Merging two accounts only takes a few steps, here's how:

  1. Click Accountant on the menu.
  2. Select Chart of Accounts.
  3. Take note of the name of the account that you'd like to keep.
  4. Right-click the name of the account that you want to merge, then select Edit Account.
  5. Replace the account name with the one you want to keep, then select Save & Close.
  6. A prompt will appear, select Yes to merge the account. 
    • Note: If you receive a prompt saying "You cannot merge an account that has online information associated with it into another account" This means you have bank feeds activated that needs to be deactivated.

Additional details on the merge process, alongside the steps of merging customers and vendors are listed in this article: Merge Accounts, Customers, and Vendors.

 

I'll be around if you need further assistance.

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