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Join nowNice 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.
Once you have all the information needed for the account you want to keep, go on, and manage the duplicates.
Here's how:
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, juniorwarden989
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:
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.
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