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lori_mumme
Level 1

Is there a way to merge bank accounts? I accidently somehow created a Checking B account while downloading transactions.

 
1 Comment 1
Jovychris_A
Moderator

Is there a way to merge bank accounts? I accidently somehow created a Checking B account while downloading transactions.

Thanks for posting to the Community, @lori_mumme.

 

Yes, there's a way to merge these accounts. Please take note that merging two accounts will combine all transactions into one account.

 

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.

 

I'll add this article as your reference in merging information in QuickBooks Desktop, including vendors and customers: Merge Accounts, Customers, and Vendors.

 

Also, you can refer to this article when you add and match transactions: Add and match Bank Feed transactions in QuickBooks Desktop.

 

I'm always here to help if you have further questions. I'll keep my notifications open. Have a good one!

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