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19asti42
Level 1

How do i merge charts of accounts

 
1 Comment 1
Nick_M
QuickBooks Team

How do i merge charts of accounts

Hello, 19asti42.

 

I'm more than happy to show you how to merge your accounts in your chart of accounts. Follow the steps below. 

 

  1. Go to your chart of accounts
  2. Right-click on the account you'd like to keep and click Edit
  3. Copy the name of that account
  4. Go back to your chart of accounts and right-click on the account you'd like to merge
  5. Paste the name of the account you're keeping over the account you'd like to remove
  6. You'll get a message saying "This name is already in use, would you like to merge accounts?"
  7. Click yes and your accounts are merged. 

I also have a helpful article here that includes a video tutorial for everything you need to know about the chart of accounts. 

 

-Understanding the Chart of Accounts

 

If you have any other questions, feel free to post them below. 

 

Thanks for your time, have a nice afternoon. 

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