QuickBooks Online: I Merged 2 DIFFERENT TYPE Accounts and QuickBooks Allowed It...However...

Hello, @GaryAlan.

Sometimes It’ll takes overnight to accomplish this process, it depends on the on the company data saved in the cloud.

QuickBooks will let you merge those accounts as long as they’re not the default accounts. You can check those accounts by going to this article: How to merge accounts, customers, and vendors. 

Also, here’s more information on how to manage default or special accounts in QBO: Manage default and special accounts in your chart of accounts. 

Let us know if you still have questions. The Community is always here to assist. Have a great rest of the day! 

April 16, 2020

Hi MaryJoD,

FOLLOW-UP:

Thank you for your response.

You wrote:

Re: "Sometimes It’ll takes overnight to accomplish this process, it depends on the on the company data

saved in the cloud.:

So far, it is "overnight" and the QuickBooks Online Cloud has still NOT populated the merged "OTHER ASSET" account, "Loan Receivable," with the transactions that have been merged from the prior (EXPENSE) account. However, as I wrote previously, ALL of the transactions still correctly show up when I look at a Balance Sheet report or when I "run a report" for the specific Loan Receivable account. (That seems to imply that all of the transactions HAVE been merged, but for some reason or delay they have not shown up in the actual account register in the Chart of Accounts.)

How long can it take for the the Cloud to update my account? Are you 100% sure, from your knowledge and experience, that my Loan Receivable merged account register WILL be updated soon? My client needs to work with that account as she has fiscal year end tax returns to file.

As I mentioned in my first comment/post, if there is someone at QuickBooks Help/Support who has more information about my situation and question, I would appreciate you letting me know who to contact.

Thank you for your assistance!

Gary Alan

Accountant

Thanks for getting back to us, @GaryAlan.

I'd like to ensure you'll be able to merge you account successfully so you can get back on track.

To help verify why your transactions are not showing up in the actual account register on the COA, I recommend contacting our Customer Care Team. They have the tools to look further into this situation and determine the root cause of this issue. They can also generate an investigation ticket if necessary. 

You can contact them through the details found in this link along with our operating hours: Contact Support.

In addition, here are some resources that can guide you in managing your accounts in QuickBooks Online, in case you need them on your future transactions:

• Understand the chart of accounts in QuickBooks
• Add an account to your chart of accounts in QuickBooks Online

I've got you covered if there's anything else that you need with QuickBooks. You can always find me here. Have a good one!