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opsy
Level 1

Can I merge by migrated bank accounts with newly connected bank accounts. I just migrated to QB online from desktop

 
1 Comment 1
Carneil_C
QuickBooks Team

Can I merge by migrated bank accounts with newly connected bank accounts. I just migrated to QB online from desktop

Hi there, @opsy.

 

I’m happy to walk you through the steps of merging bank accounts in QuickBooks Online. 

 

Beforehand, please know that merging accounts is permanent. When merging, all the data moves into the one you want to keep and removes the duplicate.

 

Here’s how:

 

  1. If you’re merging accounts that have reconciliation reports, save those reports first. The transactions remain on the merged account and stay reconciled.
  2. Go to Chart of Accounts.
  3. Find the account you want to keep. Then, select the dropdown ▼ in the Action column and then Edit.
  4. Know the Account TypeName, and Detail Type of the account. These must be the same between the accounts you want to merge. 
  5. Check if the Is sub-account option is marked. If it is, note the parent account it's tied to.

 

From there, let’s now handle the duplicate account. Let me guide you on how: 

 

  1. Choose Accounting on the left menu and click on Chart of Accounts.
  2. Look for the account you want to keep. Then, click the drop-down arrow next to View register and select Edit.
  3. Take note of the account details. 
  4. Look for the account you want to merge. Then, click the drop-down arrow next to View register and select Edit.
  5. Change the account name and click Save.
  6. Choose Yes to confirm the merging process.


BANK ACCOUNT.png

This combines the two accounts into a single one. QuickBooks transfers duplicate transactions to the account you want to keep.

 

For more details and information about the process, feel free to visit this article: Merge duplicate accounts, customers, and vendors in QuickBooks Online.

 

In addition, you can check this guide here to help you organize your chart of accounts in QBO: Organize your chart of accounts

 

Please let me know if you have additional questions or concerns about merging accounts in QBO. You can reach out to the Community at any time. Take care!

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