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sherrysown
Level 1

How do we merge our old bank account information with our new bank account?

 
1 Comment 1
JessT
Moderator

How do we merge our old bank account information with our new bank account?

Hi sherrysown!

 

We do merging of accounts to combine your old and new bank transactions into one account. I’ll glad to share the steps with you.

 

Before merging:

  • Please know that this process will delete your reconciliation reports, and this is not reversible. You can save a copy of them first by going to Reports, search for it, open each one and save as PDF or Export to Excel.
  • You can only merge bank accounts with the same Account Type and Detail Type.
  • If the old account has an online banking connection, you'll want to disconnect it first. Then, you can reconnect using new account after.

To merge you bank accounts, you can simply rename the old account as the new one, and you'll receive a prompt to merge the accounts.

 

 

After merging, you can run an account quick report to see your list of transactions. Just click the down arrow beside View Register and choose Run report.

 

If you need more help about managing your accounts, just comment below.

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