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BChion
Level 1

Merging bank account GL codes

Our GL account for our bank was accidentally split into two separate GL accounts several months ago. We have transactions in both accounts. We need to only have one and need to merge the two. Is this possible and how do we do this?

1 Comment 1
IamjuViel
QuickBooks Team

Merging bank account GL codes

It's great to have you here, @BChion.

 

Yes, you can merge your bank account and its transactions in QuickBooks. Just a heads-up, this process will delete your reconciliation reports, and irreversible.

 

Here's how to merge the accounts:

  1. Click the Gear icon.
  2. Choose Charts of Accounts.
  3. Select Edit from the drop-down from the Action column.
  4. Take note of the Name and Detail Type, and check if the Is sub-account option is marked. 
  5. Hit Cancel to return to the Chart of Accounts.
  6. Choose the account which you don't want to use, then click Edit from the drop-down in the Action column.
  7. Make changes in the Name and Detail Type field. Mark Is subaccount as appropriate.
  8. Hit Save.
  9. Select Yes to confirm.

Once completed, 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.

 

Keep me posted if you have other questions. The Community and I are always here to make sure everything is sorted out.

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