How do you merge the accounts?

It's a pleasure to have you here, @StaceyHZ. Let me guide you to merge accounts in QuickBooks.

If you're using two similar accounts and want to combine them into one, you can follow the steps below. Please keep in mind that the merging process is not reversible.

1. Go to the Settings ⚙ menu and then choose the Chart of Accounts.
2. Find the account you want to keep and then select the dropdown ▼ in the Action column and click Edit.
3. Copy the name and detail type of the account.
4. Check if the Is sub-account option is marked and take note of the parent account it's associated with.

Now let's handle the duplicate:

1. Go back to the Chart of Accounts.
2. Locate the duplicate account and then click the dropdown ▼ in the Action column and then Edit.
3. Modify the Name and Detail Type so the duplicate account's info matches the account you want to keep exactly.
4. If these are sub-accounts, make sure they are associated with the same parent. If only one is a sub-account, make it a parent account by deselecting the Is Sub-account option.
5. When you're ready, click Save and then select Yes to confirm.

For more information, feel free to open this article: Merge duplicate accounts, customers, and vendors in QuickBooks Online.

Otherwise, if you mean to combine two QuickBooks account (company), the only option we have is to import your company data from one to another. 

I recommend importing your Chart of Accounts first. To prepare your Excel for upload, follow the steps in this article: Move your chart of accounts to QuickBooks Online. Heed to Step 1: Get your spreadsheet ready section.

When it's ready, continue with these steps to upload the Excel file:

1. Sign to your QBO company.
2. Choose the Gear icon.
3. Click Import Data.
4. Select Chart of Accounts.
5. Hit Browse, then search for the Excel file.
6. Press Open, and then click Next.
7. Follow the onscreen prompts to proceed. 

Right after, you can also upload Customers, Vendors, Products and Services, and Invoices. Do this in the order I've provided to ensure your data imports seamlessly. 

Additionally, here's an article you can read to help you manage accounts in QuickBooks Online: Learn about the chart of accounts.

If you have any other questions about this, feel free to drop a comment below. I'll be happy to help you further. Wishing you and your business continued success.

Hi, did you found out how to fix it?

This was a great suggestion.  Was just pulling my hair out for 2 hours trying to figure out a solution and came across your reply!  Thanks!  

Can you void the payroll checks on the wrong bank account and "reissue" the same checks on the new bank account, same wages and taxes as the original checks without upsetting the W-2 and Tax Reports?

Thanks for taking the time to visit the Community, @2020_Skiddy.

I can help you in handling the paycheck posted to the wrong account.

As of the moment, the option to move paychecks to another bank, isn't available right now. 

For the meantime, what you can do is to enter payroll checks manually as journal entries so you can use them when reconciling an account. To ensure the amount is accurate, you can run a payroll report.

To create Journal entry, follow these steps:

1. In the left menu, click the + New icon. 
2. Pick Journal entry. 
3. Enter the paycheck date, under the Journal date.
4. Fill out the necessary information. 
5. Tap Save and close. 

Check out the steps-by-steps process to delete or void employee paychecks.

To redo the paycheck, I'll suggest reaching out to our payroll support. They have the tools to void paychecks and cancel the tax payment that's already submitted.

I also suggest checking with your accountant on what specific account to use when recording the transaction to verify the accuracy of your books. 

I've also added these articles when the account is ready to be reconciled:

• Reconcile
• Tips for year-end reconciliation

Post a comment if you have further questions about the payroll check. I'll be around to help you.

decided to remove the message as a response.

There is a better way to edit it,

First go to chart of account double click on the wrong bank account you used for the payroll,

Then on the list look for the QuickBooks payroll service ( Direct deposit liabilities ) double click on it,

It will open a window with the check amount for the direct deposit you did,

From the left top change the bank account to the right one by clicking on the arrow then save & close.

I am doing books for a client and I deleted all of his payroll for 2021 because he had them going to the wrong checking account and his balance sheet is all messed up.  How can I get all of the payroll back in the system.  I am using qbo plus and the payroll is quickbooks online payroll core.  I was thinking I could go back in and redo the payroll by period but it will not let me.  Then I figured I could do after the fact payroll but I do not see where I can do that either.  I spent all day today trying to figure this out.

Thanks

I am doing books for a client and I deleted all of his payroll for 2021 because he had them going to the wrong checking account and his balance sheet is all messed up.  How can I get all of the payroll back in the system.  I am using qbo plus and the payroll is quickbooks online payroll core.  I was thinking I could go back in and redo the payroll by period but it will not let me.  Then I figured I could do after the fact payroll but I do not see where I can do that either.  I spent all day today trying to figure this out.

Thanks

I am doing books for a client and I deleted all of his payroll for 2021 because he had them going to the wrong checking account and his balance sheet is all messed up.  How can I get all of the payroll back in the system.  I am using qbo plus and the payroll is quickbooks online payroll core.  I was thinking I could go back in and redo the payroll by period but it will not let me.  Then I figured I could do after the fact payroll but I do not see where I can do that either.  I spent all day today trying to figure this out.

Thanks

Thank you for joining in on the thread, wt6.

Let me route you to the team that has the tools to help you with this.

In this case, you'll want to contact our QuickBooks Online Payroll Support, so they can help you adjust your client's payroll. I know QuickBooks limits re-entering transactions within the current quarter only, so the team can help you make payroll corrections in the prior quarters.

Feel free to visit us back in the Community if you need help with your payroll again. Take care always!

I had the exact same situation, 2 hrs on the phone going around the same things, and holding,  and suddenly the call gets disconnected.  What a waste of time 

Why it doesn't just allow you to open the check and switch it to the correct account is so frustrating!
I am just going to delete the payroll I just did and re-run.

It shouldn't be this hard!

Hi, so It looks like you can solve my problem, however when I follow these instruction (which I am obviously not doing correctly) I open "Payroll Settings" and a screen comes up with;

General Tax

Federal Tax

etc

But I can not see the "Preferences" link at the top which you mention?

can you help?

Let me add some information, @manager-cwspring.

There are some updates in QuickBooks Online Payroll interface. I understand you can't see the Preference inside Payroll settings. It is because this is now changed into Accounting. You can see it at the bottom part of the page.

After clicking the Accounting, you can choose the QuickBooks Online then Export.  You will now see the options to set the Payroll Settings.

For additional reference, you can check this article on how to set up Payroll account preferences.

Please feel free to fill me in if you have any other questions about Payroll Settings. Have a nice day!

Thank you and sorry I am being a dum dum, I understand how to journal the entries out of the wrong account but I am trying to stop them coming out of the wrong account, I have a Petty Cash account set up and that is where they are posted to. If I check settings they are shown as coming out of the correct bank account but that's not the case. If I go onto the Export section it says "not exporting" on the Payroll settings page, and when I click to edit that it shows the correct bank account on this?

Thanks for getting back to us, @manager-cwspring.

Let's make sure your payroll is posted to the correct account. To start with, let's access your account using a private browser or an incognito window. This is to check if the behavior has something to do with the browser or your subscription. This browsing doesn’t store data and will help the page load without issues from temporary data.

Here's how:

• Press Ctrl + Shift + N (Google Chrome).
• Press Ctrl + Shift + P (Mozilla Firefox).
• Press Command + Shift + N (Safari).

After that, check if you're still experiencing the same result with the payroll account. If it's working fine, you'll want to clear the cache to start on a clean slate. This process helps the browser to fetch the latest version of the webpage and a faster browsing experience.

If you encounter the same result, please contact our Customer Care Support so we can further investigate.

Here's how to reach out:

1. Go to Help.
2. Select Contact Us.
3. Enter a brief description of the issue, then tap Continue.
4. Click either Chat with us or Have us call you.

Feel free to also browse this link if you need help with other payroll-related tasks. It has topics with articles that'll guide you along: View all help for QuickBooks Online Payroll.

Please let me know how it goes after trying the above steps. I'm more than happy to help. Take care and have a great day ahead.

Thank you for your help, I ended up contacting support and they sorted my problem. What would we do without yawl's help. Thank you

I spent about 30 minutes in a support chat today, only to have them finally tell me I have to do a journal entry--obviously I know I can do that, but it's a horrible solution. I very clearly stated my issue at the beginning and then proceeded to waste so much time while the support rep, who obviously knew even less than I did, took me through the steps to change the setting, even though I told her I had already done this.

Why does QBO refuse to fix this issue?

Hello,  Does anyone have any experience on how to change the mapping of the Direct Deposit Payable .. the Clearing account? mine is mapping incorrectly.  The balance is zero, but how can i change it? Thank you

Thanks for following this thread, @Nancy Clary. You can correct your Payroll Settings to map the direct deposit to the right account.

Here's how: 

1. Go to the Gear icon and select Payroll Settings.
2. Click Preferences, then select Accounting Preferences.
3. In the Checking Account drop-down arrow, select the correct account.

To move the payroll to the correct account, you'll need to create a journal entry. 

Here's how: 

1. Click the + New button, then select Journal entry.
2. Fill in the needed details to create your journal entry.
3. Click Save and close when done.

To make sure that the transactions are properly recorded, I'd recommend consulting with your accountant for further guidance.

For future reference, pull up the payroll report to ensure that the amounts are accurate in your QBO. 

Feel free to message again here if you still have payroll concerns. We're always around to help. 

Thank you for responding.. The account i'm concerned with is the Direct Deposit Liability account, not the bank account.. there's a debit and credit that is posted to Direct Deposit.  I don't know where to find that mapped account. Do you?

Let's get this working to make sure the transactions are posted in the right account, Nancy.

The option to change accounts is on the same page where you can see the bank account. Just scroll-down a little bit and you will see the accounts in your Chart of Accounts. It's the section where you can change the mapping of accounts for payroll transactions.

Here's how: 

1. Go back to the Gear icon and select Payroll Settings.
2. Look for Preferences and click on it, then select Accounting Preferences.
3. Scroll-down to the Other Liability & Asset Accounts section.
4. Look for the Direct Deposit Liability account and make the changes.
5. Click OK. 

Let me share a couple more articles in case you will be needing these when using Direct Deposit in QBO:

• View or Change Your Direct Deposit Funding Time
• Get Help if You’re Over a Direct Deposit Limit

Please add another reply below or visit us again if you have further questions. We'll make sure that everything is sorted out.