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SimpleProfit
Oct 10, 2022 1:01 PM UTC
Question

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 replies

MirriamMQuickBooks Team
QuickBooks Team
Oct 10, 2022 1:50 PM UTC

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!

SimpleProfitAuthor
Oct 10, 2022 4:20 PM UTC

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. 

Candice14
Level 8
Oct 10, 2022 8:05 PM UTC

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. 


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! 

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