I f i merge two accounts receivable accts (or payables) how does that impact my P

Nice to have you here, juniorwarden9893.

When you merge two accounts, this moves all the data into the one you want to keep and remove the duplicate. QuickBooks moves past transactions from the duplicate to the account you want to keep.

1. If you’re merging accounts that have reconciliation reports, save those reports first. The transactions remain on the merged account and stay reconciled.
2. Go to Settings and then select the Chart of Accounts.
3. Find the account you want to keep. Then select the dropdown in the Action column and then Edit.
4. Note the name and detail type of the account.
5. Check if the Is sub-account option is marked. If it is, notes the parent account it's tied to.

Once you have all the information needed for the account you want to keep, go on, and manage the duplicates.

Here's how:

1. Go back to the Chart of Accounts.
2. Find the duplicate account (the one you won't keep). Then select the dropdown ▼ in the Action column and then Edit.
3. Change the Name and Detail Type so the duplicate account's info matches the account you want to keep exactly. If you need to mark Is sub-account, keep in mind:
   • If you’re merging two parent accounts, make sure they don’t have any sub-accounts.
   • If you’re merging two sub-accounts, make sure they both have the same parent account.
   • If only one is a sub-account, uncheck the Is sub-account option so it becomes a parent account.
4. When you're ready, select Save and then Yes to confirm.

Find out more about this whole process by visiting this article: Merge duplicate accounts, customers, and vendors in QuickBooks Online.

To help you with the future task and tips when using QBO, you might want to visit our Help Articles.

If you have another question in mind, please let me know. I'd be happy to answer them for you. Have a good one.

Hi, juniorwarden9893

Hope you’re doing great. I wanted to see how everything is going about merging two accounts receivable you had yesterday. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

Looking forward to your reply. Have a pleasant day ahead!

When you merge the 2 AR accounts together, will all the payments previously applied remain in tact?

Thanks for reaching out to the Community, mjhantsche.
 

Merging accounts moves all of your transaction data into the one you've chose to keep, while removing the duplicate. Any payments you previously applied will remain intact.
 

You'll want to be aware that merges are permanent and can't be undone afterwards. Additionally, your books use some accounts as a default for certain features. Because of this, they can't be merged or deleted. The same applies to accounts connected through a bank feed.
 

For more information about merging duplicates, I'd recommend reviewing some of our resources linked in Charies_M's post.
 

I've also included an extensive archive of tutorials about using QuickBooks that may come in handy moving forward: Video tutorials
 

I'll be here to help if there's any questions. Enjoy the rest of your day!

Charles, I am still holding off with the merge.  I understand how to do it, but I am worried about impact.  The two accounts were created in different years.  If I merge into the newer account, what happens to the financial statements with regard to the older financial statements - do the transactions from the former account show up under the merged account number?  Or do they "disappear"?  I don't want to "tamper" with dollar values 

Second concern:  What transaction process determines which Acct.Rec is used?  I want to understand how to control it.  Currently, when I create invoices, sometimes the invoice shows up in either receivables with no particular pattern.  I.e, my receivable accounts are 13000 and 13000.T.  If I create 3 invoices today, some invoices post to 13000 and some to 13000.T  I can't find a pattern and I can't find the "trigger" to make them all post to 13000.  I want to control where they post.  This also applies to my payables.  

I have reviewed most all of the resources you recommend, I have looked at internet resources, and I contracted a CPA who uses Quickbooks.  But I cannot find the specific answer.  I appreciate your efforts to help.    

Charles, I am still holding off with the merge.  I understand how to do it, but I am worried about impact.  The two accounts were created in different years.  If I merge into the newer account, what happens to the financial statements with regard to the older financial statements - do the transactions from the former account show up under the merged account number?  Or do they "disappear"?  I don't want to "tamper" with dollar values 

Second concern:  What transaction process determines which Acct.Rec is used?  I want to understand how to control it.  Currently, when I create invoices, sometimes the invoice shows up in either receivables with no particular pattern.  I.e, my receivable accounts are 13000 and 13000.T.  If I create 3 invoices today, some invoices post to 13000 and some to 13000.T  I can't find a pattern and I can't find the "trigger" to make them all post to 13000.  I want to control where they post.  This also applies to my payables.  

I have reviewed most all of the resources you recommend, I have looked at internet resources, and I contracted a CPA who uses Quickbooks.  But I cannot find the specific answer.  I appreciate your efforts to help.    

Hello @juniorwarden9893,

Let me help share how your data will look like after merging two accounts in QuickBooks Online.

Normally, the transactions after merging an account will be moved into the register of the one you wish to keep. Thus. it'll accumulate the total balance of all your transactions from the older and the newer account.

Meanwhile, creating an invoice will automatically post the transactions into your default accounts receivable account and the product or service used in the line item. You can review the transaction journal report to determine the accounts used. To do so:

1. Go to Sales.
2. Select Invoices.
3. Open any of the invoices in question.
4. Select More.
5. Click Transaction Journal.

Additionally, I've also included this reference for a compilation of articles you can use while working with us: Know where you stand financially.

If you have any other questions, please let me know n the comments below. I'll be here to lend a hand.

Same process to merge two AR accounts in QuickBooks Desktop? We will be moving to QuickBooks Online later this year.

Thanks for joining this thread, stheobald2025.

I'm happy to provide some info for merging accounts in QuickBooks Desktop.

The steps are similar to the steps for Online. Here's how to get this done in Desktop:

1. It's always a good idea to start by creating a backup of your company file.

2. Click the Lists tab and select Chart of Accounts.

3. Locate the accounts you want to merge and take note of their names.

4. Choose Edit Account for the account you want to merge with another and change the name to the exact name of what will be the main account after the merger.

5. QuickBooks will ask if you'd like to combine the accounts after saving. Click Yes to continue.

As mentioned above, merging accounts moves all of your transaction data into the one you've chose to keep, while removing the duplicate. Any payments you previously applied will remain intact. Merges are permanent and can't be undone afterwards. You may want to consult with your accountant before completing the merger. If you don't currently have one you can find one specifically trained in QuickBooks in your area by searching here: Find a ProAdvisor

Please feel free to reach back out if you have any other questions. I'll be here to lend a hand.