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I have a register called "Combined" where I see my transactions including credit card payments, payments to vendors, etc. I changed my business bank, but am keeping my old one for the moment. For the moment, I have a Combined register and a New Bank register, but they are not combined. . . .
Is it possible to combine them so I can see my total balance between the two?
J
Hello there, @gatehealing.
Welcome to the Community. I'm here to help you to combine your register and new bank register in QuickBooks Online (QBO).
Yes, you can merge these accounts to combine all the transactions into one account. Let's make sure to disconnect your Online banking before merging.
Here's how to merge bank accounts:
You can check this article for detailed information about Disconnecting or deleting an account connected to online banking.
Once done, you can now start categorizing your transactions, so it'd be easier for you to reconcile them. Here are some resources that you can visit for reference.
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.
D'oh! Not sure why I selected QB Online. . . .It's actually QB desktop for mac 2020.
Should I repost this with the correct product selected?
Apologies
J
Ok, I just followed those directions from the CHart of Accounts and that worked.
THank you!
Jon
I want to incorporate the new checking into the old and not have double checking accounts. I had to change the account number to stop a computer hackers e check. I reconciled the old. The money was transferred into the new and I have two statements with the same ending date 3/31/20.
Welcome to the QuickBooks Community, Dina Geer. Let me provide you the steps on how to merge your bank accounts. If you are using QuickBooks Online, I advised you to follow the steps my colleague, GraceC, mentioned. Here's how for QuickBooks Desktop:
That will do the trick! You can refer to this article in the future if you would like to merge accounts, customers, and so forth: Merge Accounts, Customers, and Vendors. Please let me know if you have additional questions. My team and I are here to lend a helping hand. Have a lovely day!
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