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samab
Level 1

Somehow qb set-up additional Bank Accts when I set-up new accts in Chart of accts. I need to merge improper "Bank Accts" with main Bank acct, How is this done?

 
1 Comment 1
AlcaeusF
Moderator

Somehow qb set-up additional Bank Accts when I set-up new accts in Chart of accts. I need to merge improper "Bank Accts" with main Bank acct, How is this done?

Hi there, @samab.

 

Welcome aboard to the Community. I can share the steps on how to merge accounts in QuickBooks Online.

 

You can combine bank accounts by changing the name and detail type from the chart of accounts. Please note that the transactions will remain on the merged account as reconciled.

 

Here's how:

 

  1. Click the Gear icon located in the upper-right hand corner, and click Chart of Accounts.
  2. In the Action column, select Edit for the account you want to keep. 
  3. Copy the Name, take note of the Detail Type and if the sub-account is marked, make note of the parent account it is associated with.
  4. Click Cancel to return to the Chart of Accounts.
  5. Go to the account whose name you don't want to use and click Edit in the Action column.
  6. Paste in the Name and make sure the Detail Type matches the account with which you're merging.
  7. 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.
  8. Click Save.
  9. Click Yes to confirm that you want to merge the two accounts.

Additionally, I recommend visiting the following article to combine customers and vendors in QuickBooks: How to merge accounts, customers, and vendors.

 

Feel free to hit that Reply button if you have additional questions. Have a great day ahead.

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