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ggworks1
Level 1

I have slightly different names for the same bank account and both names are coming up on my Balance Sheet. One has the correct bank balance at the beginning of the year and no activity. Is it possible to combine the two?

 
3 Comments 3
Ethel_A
QuickBooks Team

I have slightly different names for the same bank account and both names are coming up on my Balance Sheet. One has the correct bank balance at the beginning of the year and no activity. Is it possible to combine the two?

Welcome to the Community, @ggworks1.

 

I'll help you merge bank accounts in QuickBooks Online.

 

Certainly, you can consolidate them into a single account, but it's important to note that merging bank accounts is irreversible. When you merge an account, all the data is transferred into the account you want to keep, and the duplicate is removed. If the account has reconciliation reports, ensure that you have saved them so that transactions remain in the merged account and stay reconciled.

 

Here's how:

 

  1. Go to the Accounting menu on the left navigation bar.
  2. Select Chart of Accounts.
  3. Locate the account you want to keep. Then, click the drop-down arrow next to View register and select Edit.
  4. Take note of the account details and click Cancel.
  5. Look for the account you want to merge. Then, click the drop-down arrow next to View register and select Edit.
  6. Change the duplicate account's info to exactly matches the account you want to keep and click Save.
  7. When you're ready, select Save and then Yesmerge accounts.

 

Here is an article you can read for the detailed steps: Merge duplicate accounts, customers, and vendors in QuickBooks Online.


For future reference, you can read these articles to guide you in reconciling accounts in QuickBooks Online:

 

 

Let me know if you have questions about merging bank accounts in QuickBooks Online. I'm always here to help. Have a great day. 

ggworks1
Level 1

I have slightly different names for the same bank account and both names are coming up on my Balance Sheet. One has the correct bank balance at the beginning of the year and no activity. Is it possible to combine the two?

Thank you so much for your help! I was able to get my problem resolved between your walkthrough & the articles you sent. Thanks again!

ZackE
Moderator

I have slightly different names for the same bank account and both names are coming up on my Balance Sheet. One has the correct bank balance at the beginning of the year and no activity. Is it possible to combine the two?

Thanks for following up with the Community, ggworks1.

 

I'm happy to hear Ethel_A was able to help with merging your two accounts.

 

You'll also be able to find many detailed resources about using QuickBooks in our help article archives.

 

Please feel welcome to send a reply here or create a new thread if there's ever any questions. The Community's always here to help. Have a lovely day!

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