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TrickyRicky
Level 2

I have 2 checking accounts, both with different transactions. How can i combine them in to one?

One is my Hills Bank and the other is Checking (2588)
Solved
Best answer June 10, 2022

Best Answers
MichelleBh
Moderator

I have 2 checking accounts, both with different transactions. How can i combine them in to one?

Let me help you manage your two bank accounts in QuickBooks @TrickyRicky. That way, your transactions are well organized and accurate at all times.

 

You can merge your two checking accounts in QuickBooks Online (QBO). Before that, here's some information you need to know: 

 

  • Merging accounts is permanent. We're unable to undo this later on. 
  • Accounts that are connected to online banking can't be merged or deleted. You'll need to clear the For review tab and disconnect the bank before you can proceed the process. 
  • All the data moves into the one you want to keep and removes the duplicate.
  • If accounts have reconciliation reports, save those reports first. 

 

Once confirmed, you can follow the steps below: 

 

  1. Go to Settings ⚙ and select Chart of Accounts.
  2. Find the account you want to keep and select Edit by clicking the small drop-down arrow. 
  3. Take note of the account details and click Cancel.
  4. Go back to the Chart of Accounts page. 
  5. Look for the account you want to merge, then hit the drop-down and pick Edit.
  6. Change the account name and click Save.
  7. Choose Yes to confirm the merging process.

 

For more information, see this link: Merge duplicate accounts, customers, and vendors in QuickBooks.

 

When reconciling, you'll need to have the two bank statements to reconcile them seamlessly.

 

Visit these articles below on how to personalize your chart of accounts and fix some reconciliation error in QBO: 

 

 

If you additional concerns about banking, feel free to mentioned my name in the comment section. I'm always available to answer your questions. Take care. 

View solution in original post

3 Comments 3
MichelleBh
Moderator

I have 2 checking accounts, both with different transactions. How can i combine them in to one?

Let me help you manage your two bank accounts in QuickBooks @TrickyRicky. That way, your transactions are well organized and accurate at all times.

 

You can merge your two checking accounts in QuickBooks Online (QBO). Before that, here's some information you need to know: 

 

  • Merging accounts is permanent. We're unable to undo this later on. 
  • Accounts that are connected to online banking can't be merged or deleted. You'll need to clear the For review tab and disconnect the bank before you can proceed the process. 
  • All the data moves into the one you want to keep and removes the duplicate.
  • If accounts have reconciliation reports, save those reports first. 

 

Once confirmed, you can follow the steps below: 

 

  1. Go to Settings ⚙ and select Chart of Accounts.
  2. Find the account you want to keep and select Edit by clicking the small drop-down arrow. 
  3. Take note of the account details and click Cancel.
  4. Go back to the Chart of Accounts page. 
  5. Look for the account you want to merge, then hit the drop-down and pick Edit.
  6. Change the account name and click Save.
  7. Choose Yes to confirm the merging process.

 

For more information, see this link: Merge duplicate accounts, customers, and vendors in QuickBooks.

 

When reconciling, you'll need to have the two bank statements to reconcile them seamlessly.

 

Visit these articles below on how to personalize your chart of accounts and fix some reconciliation error in QBO: 

 

 

If you additional concerns about banking, feel free to mentioned my name in the comment section. I'm always available to answer your questions. Take care. 

TrickyRicky
Level 2

I have 2 checking accounts, both with different transactions. How can i combine them in to one?

Michelle,

 

Thank you for your quick and detailed response.

 

I'm now on to a new question.  Is it possible to delete a batch of transactions especially in the Checking account?   I have six years of them and I want to clean it up.

 

Thank You ~ Rick

 

 

Archie_B
QuickBooks Team

I have 2 checking accounts, both with different transactions. How can i combine them in to one?

Thank you for getting back to us, TrickyRicky.

 

It's a great idea to be able to erase multiple transactions in your register at once. But right now, you can only delete one transaction at a time.

 

 

You can also look for third-party application that can help you delete multiple transactions. Use this link to find one: QuickBooks Apps.

 

I'm also adding this article to guide you in reconciling an account in QuickBooks Online.

 

Please reach us again if you have any further questions concerning QuickBooks Online transactions. I'll be there to assist you. Have a lovely day!

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