cancel
Showing results for 
Search instead for 
Did you mean: 
andre-farawaycho
Level 1

How do I merge 2 accounts within the same bank into 1 account on quickbooks self-employed?

 
1 Comment 1
JessT
Moderator

How do I merge 2 accounts within the same bank into 1 account on quickbooks self-employed?

Hi Andre,

 

We're unable to merge bank accounts in QuickBooks Self-Employed since it doesn't have registers a double-entry accounting system. Let me share an option that you might be interested in.

 

You can keep your setup as is, or delete the account in concern and upload its transactions. Deleting the account will remove all of its transactions, therefore you'll need to upload them to the other account to bring them back on your records. However, this option is not ideal if you have plenty of them, and you have already done your taxes.

 

  1. Select the Profile ⚙ icon and then Bank Accounts.
  2. Find the account you want to delete.
  3. Select the Trash icon in that section.
  4. Type “DELETE” and select Delete to confirm.

 

You can also check about uploading bank transactions to QuickBooks Self-Employed. You'll follow the steps in this article to bring the deleted transactions back.

 

I'm just around if you need anything concerning your QuickBooks Self-Employed. Have a good one!

Need to get in touch?

Contact us