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SimpleProfit
Level 2

Merging in QB online

Recently I am no longer able to merge. Everything matches, name, account type, but I get a message that another account is using that name please choose a different name. Instead of being able to merge. Help. 

8 Comments 8
MirriamM
Moderator

Merging in QB online

Thanks for reaching out to us, @SimpleProfit. Being able to merge your account is my top priority. 

 

To ensure we are on the same page, may I ask what account you want to merge within the chart of accounts? Please know that there are accounts you can't change, like those connected to online banking.

 

To learn more about default accounts in QBO and how you can organize them, see these articles: 

 

 

Please let me know if I can be of additional assistance while working in QuickBooks or need more help with merging your accounts. I'm always here to keep helping. Have a good one!

SimpleProfit
Level 2

Merging in QB online

It's two expense accounts that were created. Not any accounts that were created by QB that are unmergable. Both are listed as "cost of labor" type accounts with different names, and just need to merge them. 

SimpleProfit
Level 2

Merging in QB online

Here is a picture. Two expense cost of labor accounts, I tried when one was a sub account and I also tried making the sub account be a main expense account and I get the same error either way. Screen Shot 2022-10-10 at 8.56.54 AM.png

QueenC
Moderator

Merging in QB online

Hi there, @SimpleProfit

 

We appreciate you for  contacting the Community. I was able to see a merging option after replicating your issue on my end. See the image below:

 

Since you're unable to see this on your end, I'd recommend checking your browser. You can open a private window. Here's how to access incognito mode in some of the most commonly used web browsers:

  •  Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P
  • Safari: Command + Option  + P

 

If you're able to see the merging option by browsing privately,  it's safe to say that it's being caused by the browser. It can be fixed by clearing your cache and cookies

 

In the event it continues occurring while using incognito, you'll initially have to try switching to another browsing application.

Here's a list of supported browsers:

  • Google Chrome
  • Mozilla Firefox
  • Safari 11 or newer

 

You can also check this article to help you delete inactive transactions that appear in the chart of accounts in QuickBooks Online.

 

Feel free to reply to this post if you need further assistance. You have a good one!

 

 

SimpleProfit
Level 2

Merging in QB online

That's how it usually looks. But now I get this error at the top and no merge option anywhere. I tried it in a separate browser, private browser, same error. I was actually able to merge earlier in the day and then I get this new error and no merge option at all. 

Candice C
QuickBooks Team

Merging in QB online

Hey there again, @SimpleProfit

 

Thanks for showing back up on this thread. Let me point you in the right direction to get this take care of as soon as possible. 

 

Since none of the instructions my colleagues provided helped your business out, I recommend contacting our Customer Support Team for further assistance on this. They'll be able to use a screen share tool to walk you through some more steps to assist you in your situation. Here's how: 

 

  1. Go to the Help icon in the top right-hand corner. 
  2. Press the Contact Us button. 
  3. Give a brief description of the issue and hit Let's talk
  4. Scroll down and choose to Get a callback

 

It's that easy! 

 

Keep us updated on how it goes. We want to ensure that you're able to get back to running your business. Wishing you the best! 

Anonymous
Not applicable

Merging in QB online

I had the same issue and couldn't merge. The reason was that one of the two accounts I wanted to merge had a sub account. You must first remove any sub accounts from either account that you want to merge. You can change it back to a sub account after the merge.

SimpleProfit
Level 2

Merging in QB online

The answer ended up being that I had to switch to business view from accountant view. It will not work as it's supposed to in accountant view, which is what I usually use. But switching to business view, merging the accounts and then switching back to accountant view, did work. I've used this a few times now and it must be quickbooks glitch that this feature isn't working for some people in accountant view. 

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