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mfetske
Level 1

Why does merger of accounts to eliminate duplicate give me message account already exists?

How to merge accounts?
Solved
Best answer June 08, 2024

Best Answers
AbegailS_
QuickBooks Team

Why does merger of accounts to eliminate duplicate give me message account already exists?

Hi there, @mfetske . 

 

Let's merge your bank accounts so that everything can get back to normal.

 

The system won't let you use the same bank account name twice. If you want to use the same name, you can add a number or a special character to differentiate it from the other.

 

From there, you can merge the accounts. Keep in mind merging accounts is permanent and you can't undo this later on.

 

  1. Choose Accounting on the left menu and click on Chart of Accounts.
  2. Look for the account you want to keep. Then, click the drop-down arrow next to View register and select Edit.
  3. Note the Save account under (Account Type), Account name (Name), and Tax form section (Detail Type) of the account. 
  4. Check if the account is a subaccount or parent account. 
  5. Change the account name and click Save.
  6. Select Yes to confirm the merging process.

 

Please note that some default accounts used by QuickBooks for certain features, like accounts connected to online banking, can't be merged or deleted. 

 

You can refer to this guide for more detailed instructions: Merge accounts, customers, and vendors in QuickBooks Online

 

If you need help organizing your chart of accounts, check out this article: Chart of Accounts.

 

Feel free to mention my name in the comment section below if you have other questions about your accounts. I'm always here to help.

View solution in original post

1 Comment 1
AbegailS_
QuickBooks Team

Why does merger of accounts to eliminate duplicate give me message account already exists?

Hi there, @mfetske . 

 

Let's merge your bank accounts so that everything can get back to normal.

 

The system won't let you use the same bank account name twice. If you want to use the same name, you can add a number or a special character to differentiate it from the other.

 

From there, you can merge the accounts. Keep in mind merging accounts is permanent and you can't undo this later on.

 

  1. Choose Accounting on the left menu and click on Chart of Accounts.
  2. Look for the account you want to keep. Then, click the drop-down arrow next to View register and select Edit.
  3. Note the Save account under (Account Type), Account name (Name), and Tax form section (Detail Type) of the account. 
  4. Check if the account is a subaccount or parent account. 
  5. Change the account name and click Save.
  6. Select Yes to confirm the merging process.

 

Please note that some default accounts used by QuickBooks for certain features, like accounts connected to online banking, can't be merged or deleted. 

 

You can refer to this guide for more detailed instructions: Merge accounts, customers, and vendors in QuickBooks Online

 

If you need help organizing your chart of accounts, check out this article: Chart of Accounts.

 

Feel free to mention my name in the comment section below if you have other questions about your accounts. I'm always here to help.

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