Level 1

Help with reconciliation after merging credit card accounts and now have incorrect beginning balance

I have had the same credit card comprised several times since having it linked with QB and up until today didn't realize I could merge the accounts together. I had been creating new accounts and leaving the old accounts in the system. 


I discovered today on how to merge the accounts into one, and did so, however now the beginning balance when going to reconcile the new merged account is incorrect by a wide margin. The accounts that I merged from this credit card spanned approx. 4 years worth of transactions, all of which had been reconciled thru March 2, 2020.


I am now looking to resume reconciliation of the new merged account however the beginning balance is now incorrect since merging the accounts. Also since merging it no longer shows a history/record of the reconciliations of the previous accounts.


Please advise how I may be able to fix this merging disaster.


Thank you.

QuickBooks Team

Reports and accounting

Hi MikeR-WI, 


When merging accounts, all transactions will remain on the merged account as reconciled. This could be the reason why the beginning balance is incorrect.


Please note that this process is reversible. You'll want to check this link for more details: How to merge accounts, customers, and vendors.


Also, I noticed that you posted the same concern twice. The first one has been answered already by my colleague. Please check this link: https://quickbooks.intuit.com/learn-support/en-us/banking/help-with-reconciliation-after-merging-cre....


I'll be here if you have other questions. Wishing you all the best!

Level 1

Reports and accounting



Thank you for the reply.


I have already merged the accounts and it says the merging process is NOT reversible. Do I have an alternate option to get the beginning balance corrected? Do I need to basically start over and re-reconcile the entire account?


Thank you for your help.

QuickBooks Team

Reports and accounting

Thanks for keeping in touch with us here, @MikeR-WI.


It seems like a duplicate post. My colleague has already provided an answer for you. Please refer to this link: https://quickbooks.intuit.com/learn-support/en-us/banking/re-help-with-reconciliation-after-merging-...


Don't hesitate to drop by here in the Community if you have other questions. I'm always here to help.