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Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll
75midwest
Level 1

Is there a way to merge two checking account registers? Quickbooks has entered all of this year's payroll and tax payments to an unused check register. Can we combine?

There are no other entries in this second register, so they all need to be moved to my actual checking account register. Then we can delete this unused account. Thanks in advance for the advice!

1 Comment 1
Jelayca V
QuickBooks Team

Is there a way to merge two checking account registers? Quickbooks has entered all of this year's payroll and tax payments to an unused check register. Can we combine?

Yes, we can combine checking accounts, @75midwest. We can do this by updating your bank account settings first and then creating a journal entry (JE) to transfer the funds to the correct account. That way, your transactions are well organized and accurate before we merge them.

  

It’s essential to ensure payroll transactions are mapped to your main account. To do this, let's head over to your Payroll settings to update the bank account settings.

 

  1. Navigate to the Gear icon, then Payroll settings.
  2. Hover over the Accounting section, then click the Edit icon.
  3. In the Paycheck and payroll tax payments, hit the Edit icon.
  4. Choose an account in the dropdown.
    image.png
  5. Press Save, then Done.

 

After that, let's make a JE to move the existing funds and transactions from the unused account to the correct one. 

 

  1. Click the + New icon, then Journal entry.
  2. Select an account to DEBIT and CREDIT.
  3. Enter the amounts.
  4. Hit Save and close.

 

Now that all transactions have been moved, follow these steps to combine the accounts:

 

  1. Go to Settings, then Chart of Accounts.
  2. Look for the account you want to merge, then hit the dropdown and pick Edit.
  3. Change the Account name and Detail type, then Save.
  4. Select 'Yes, merge accounts ' to confirm the merging process.
    image.png

 

For more information, see this link: Merge duplicate accounts.

 

To further enhance your QuickBooks experience, our QuickBooks Live Expert Assisted team is here to guide you with best practices for merging accounts.

 

If you have further questions, please don't hesitate to comment below.

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