Thanks for reaching out to the Community, Treasurer. I'm here to guide you throughout the process of merging two expense accounts in your Chart of Accounts to ensure your financial data is organized.
Yes, you can merge two expense accounts in QuickBooks Online (QBO). Bear in mind that merging two accounts is permanent, and there are default and special expense accounts that can't be merged or deleted. For more information, refer to this guide: Manage default and special accounts in your QBO chart of accounts.
If they aren't special ones, you can follow the steps below to proceed:
- Go to the Gear icon and select Chart of Accounts.
- Find the expense accounts you want to merge and click the drop-down menu next to Run report.
- Choose Edit after.
- Make sure the Account Name, Account Type, and Detail Type match the account you want to keep, and then click Save.
- When you're ready, click on Save, and then confirm by choosing Yes, merge the accounts.
- Hit Save.
If you want to know more about merging accounts in QBO, check this article: Merge duplicate accounts, customers, and vendors in QBO.
I also recommend reconciling your accounts to make sure they match your statements. For the step-by-step process, you can refer to this article: Reconcile an account.
If you have further concerns about merging accounts in QBO, you can reply in the comments. I'm here to support you.
