How to get rid of a sub account

We'll need to merge your subaccount with the primary credit card account, juli377. We'll guide you through the process to ensure your chart of accounts is organized.

The sub-credit card account is considered a duplicate of the primary one. To get rid of it, we'll have to combine them. This moves all the data into the one you want to keep and makes the duplicate inactive.

Before doing so, please note that merging accounts is permanent. Also, QuickBooks uses some as the default for certain features. These, like accounts connected to online banking, can't be merged or deleted.

When you're ready, perform the following steps in Accountant view:

1. If you're merging accounts that have reconciliation reports, save those reports first. 
2. Go to Settings and then select Chart of accounts.
3. Find the primary credit card account. Then, select the dropdown in the Action column and then Edit.
4. Note the Save account under (Account Type), Tax form section (Detail Type), and Account name (Name) of the account.
5. Now let's handle the duplicate (subaccount). Go back to the Chart of accounts.
6. Find the duplicate or sub-credit card account (the one you won't keep). Then, select the dropdown in the Action column and then Edit.
7. Change the Account name (Name), and Tax form section (Detail Type) so the subaccount's information exactly matches the primary account you want to keep.
8. When you're ready, select Save, and then Yes, merge accounts.

To learn more about consolidating identical accounts in QuickBooks Online (QBO), please see this article: Manage accounts in QuickBooks Online.

Additionally, we recommend regularly reconciling your accounts (monthly) to effectively track your business expenditures and keep your financial data updated.

If you have other concerns about classifying accounts and categorizing credit card transactions in QBO, don't hesitate to ask, as we're here to assist you in any way possible.

Thank you.

I have gone through the steps you listed and am unable to merge the acts. The message I get is "Another account is already using this name. Please use a different name."  

It appears that both acts are hooked into online banking.  May this be the reason?  Is there another way I can solve the problem of the duplicate/sub act?

Thank you

Juli

Hi there, @juli377. I recognize your efforts in following the steps to merge your subaccount with the primary credit card account.

We've received similar reports wherein customers encountered an error message, "Another account is already using this name. Please use a different name." when merging accounts in QuickBooks Online. To be added to the list of affected users, I recommend contacting our QuickBooks support. They can securely pull your account and provide troubleshooting steps to rectify the issue. 

Here's how you can reach them:

1. In your QuickBooks Online account, go to the Help menu.
2. Hover to the Search tab, then click Contact Us.
3. Type in a short description of your issue and concern in the box provided.
4. Click Continue.
5. Select the Chat or Callback option.

You can contact us from Mondays to Fridays, 6 AM to 6 PM PT. 

I'll provide an article to help you choose the appropriate detail type for your transactions as a reference when you create a new account or category: Learn about the chart of accounts. 

Furthermore, here are informative articles to help manage your transactions in QuickBooks Online efficiently:

• Categorize online bank transactions.
• What to do if you get a bank error or can't download transactions.
• Manually upload transactions.

I'm always around to help if you require further assistance with QuickBooks-related concerns. I'd appreciate your patience and understanding while we look into this further.