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Truthaboutnursing
Level 2

Can I open 2 bank registers at the same time?

I have a duplicated account due to importing problems. Before I delete the one account, I want to cross check it with the good account we are going to use and make sure all the transactions got pulled over into the one we're going to keep. Thank you!
2 Comments 2
ChristineJoieR
QuickBooks Team

Can I open 2 bank registers at the same time?

I appreciate your time reaching out to us here, @Truthaboutnursing. I can provide some details about the bank registers in QuickBooks Online.


Yes, you are correct! You can open two accounts at a time. Since you've mentioned you have duplicate accounts due to importing problems, you can merge them instead to make sure your books are accurate. Simply ensure that the Account Type, and Detail Type are all the same.


Here's how:

 

  1. Go to Settings then select the Chart of Accounts.
  2. Find the account from the Dropdown in the Action column and then Edit.
  3. Select an Account Type, Name and Detail Type.

 

Once done, you can delete the duplicate entries to get rid of incorrect transactions. Check out this article for more details about merging duplicate accounts, customers, and vendors in QuickBooks Online.


Additionally, please read this article for reference so you can be advised when reconciling transactions: Reconciling an account in QuickBooks Online.


I'd be here if you needed additional assistance with your bank transactions in QuickBooks Online.

Truthaboutnursing
Level 2

Can I open 2 bank registers at the same time?

Thank you. I am trying to view both registers at the same time, not merge them. Thank you

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