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patsyrusso48
Level 1

Please call me xxx-xxx-xxxx I need to merge to bank accounts. Direct deposit payroll checks are involved.

 
1 Comment 1
Mark_R
QuickBooks Team

Please call me xxx-xxx-xxxx I need to merge to bank accounts. Direct deposit payroll checks are involved.

I'm here to help merge your bank accounts in QuickBooks Online (QBO), @patsyrusso48.

 

QuickBooks only allows you to merge bank accounts that aren't used for an Online Banking feature. 

 

If you want to merge bank accounts that have reconciliation reports, you'll want to make sure that the reports are saved. Please know that the transactions will remain on the merged account as reconciled.

 

Here's how to merge bank accounts:

 

  1. Click Accounting from the left menu, then select Chart of Accounts.
  2. Select the bank account you want to keep and choose Edit in the View register drop-down.
  3. Take note of the name and detail type. Check if the Is sub-account option is marked. If it's marked, remember the parent account associated.
  4. Click Cancel to go back to the Chart of Accounts.
  5. Select the account you want to merge, then select Edit from the View register drop-down.
  6. Change the Name and Detail Type, then mark Is sub-account as appropriate. 
  7. Click Save, then Yes to confirm.

I'm adding this article for more details: How to merge accounts, customers, and vendors.

 

If you want to talk to one of our support agents, you can request a callback. This way, one of our available support agents will call you back at your convenient time. Here's how:

 

  1. Log in to your QuickBooks Online account.
  2. Click the ? Help button at the top right corner.
  3. Select Contact Us.
  4. Enter a brief discussion with your concern, then click Let's talk.
  5. Choose the Get a callback option.

Also, you can refer to this article for the different types of support we offer at Intuit and its availability: Support hours and types.

 

Keep in touch if you need any more assistance with this, or there's something else I can do for you. I've got your back. Have a good day.

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