Thanks for reaching out to the Community, DarcyS.
Since your client's duplicate account was created in error, it's recommended to merge it. Be sure to keep in mind that merging accounts is permanent and can't be undone afterwards. Merging duplicate accounts that were created in error won't result in duplicated transactions.
Here's how it's done:
- If you're merging accounts that have reconciliation reports, save copies of them first.
- Use the Gear (⚙️) icon, then go to Chart of Accounts.
- Find which account you want to keep and utilize your drop-down list (▼) in the Action column to choose Edit. Be sure to take note of your account's name and detail type.
- Check if the Is sub-account option's ticked. If so, also note the parent it's linked with.
Now that you have all the information you'll need for the account that will remain, the duplicate can be merged:
- Return to your Chart of Accounts page and locate the duplicate.
- In your Action column, use the drop-down (▼) and pick Edit.
- Change its Name and Detail Type so it matches the account you want to keep. If you need to mark Is sub-account, make sure they don't have any sub-accounts and that they both have the same parent account. In the event only one of them is a sub-account, uncheck your Is sub-account option so it becomes a parent.
- Select Save, then Yes.
Now both accounts will be merged and past transactions will be moved from your duplicate to the account you chose to keep.
I've additionally included a detailed resource about merging information that may come in handy moving forward: Merge duplicate accounts, customers, & vendors
Please feel welcome to post a reply if there's any questions. Have a wonderful day!
