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Buy nowWe plan to physically move 2 bank accounts into one for our church. These banks accounts are both connected to our bank in QBO. I want to make sure that I correctly understand how to do the merge. Can you help me with the steps to take? Including whether or not I have to disconnect one or both bank accounts before proceeding with the merge. If I do have to disconnect, is there anything special that must be done when reconnecting the single bank account.
Thank you for your help. Bonnie
Solved! Go to Solution.
You can merge accounts in the Chart of Accounts in QuickBooks Online, @Blondie18.
Beforehand, I appreciate the details you shared about the assistance you need with merging accounts in QBO. To start, you’re correct that both connected bank accounts in QBO need to be disconnected first. Let me guide you through the steps:
After that, you’re ready to merge the accounts. Here’s how:
For additional insights and more detailed steps, check out this article: Merge duplicate accounts.
Once completed, you can reconnect the account you kept during the merging process.
Managing your financial records can sometimes be complex, but our QuickBooks Live Expert Assisted team is here to support you. They will help you pinpoint essential dashboards and provide insights to improve your comprehension and effectiveness in managing your business.
If you have additional questions, let us know. We're always here to help.
Are you merging one of the accounts with the other, so that account #1 will continue to be used and the other (account #2) will be closed? If so, disconnect bank account #2. Then, transfer the funds from account #2 to account #1 using New > Transfer.
You can merge accounts in the Chart of Accounts in QuickBooks Online, @Blondie18.
Beforehand, I appreciate the details you shared about the assistance you need with merging accounts in QBO. To start, you’re correct that both connected bank accounts in QBO need to be disconnected first. Let me guide you through the steps:
After that, you’re ready to merge the accounts. Here’s how:
For additional insights and more detailed steps, check out this article: Merge duplicate accounts.
Once completed, you can reconnect the account you kept during the merging process.
Managing your financial records can sometimes be complex, but our QuickBooks Live Expert Assisted team is here to support you. They will help you pinpoint essential dashboards and provide insights to improve your comprehension and effectiveness in managing your business.
If you have additional questions, let us know. We're always here to help.
Thank you for your answer. Should I have received an email notifying me that an answer was posted. I didn't and it took me forever to actually find this answer. I've also tried to setup a profile and can't seem to do that either. If I have already done that, I can't find it. Community is not very user friendly. Any assistance would be appreciated.
Are you merging one of the accounts with the other, so that account #1 will continue to be used and the other (account #2) will be closed? If so, disconnect bank account #2. Then, transfer the funds from account #2 to account #1 using New > Transfer.
I appreciate you bringing this to our attention, Blondie. Please know that once you can post here on the Community page, it means your profile has already been created. You can always ask for assistance, and you will receive an email notification once QuickBooks support has responded to your concerns.
You can check your inbox or spam folder to view the response notification from Community support. If you click on it, it directs straight to your original post, where you can see the support team's response, just like in this thread.
If you continue to experience issues with merging your bank accounts, I recommend contacting our Live Support team. They can perform a screen-sharing session to understand your situation and quickly identify the cause of the problem.
Please keep us informed if you have any other questions or concerns.
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