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ca-amitkumarbans
Level 1

How to merge account in quick books

 
1 Comment 1
AlcaeusF
Moderator

How to merge account in quick books

Hi @ca-amitkumarbans,

 

Welcome to the Community. I can show you how to merge accounts in QuickBooks Online.

 

You usually perform the process if you have duplicates or if you want to transfer the data into a single account. To start merging, you'll need to visit the chart of accounts section. 

 

Please follow these steps:

 

  1. Click the Gear icon in the upper-right corner.
  2. Select Chart of accounts under Your Company.
  3. Find the account you want to keep. Then select the dropdown ▼ in the Action column and then Edit.
  4. Take note the name and detail type of the account.
  5. Check if the Is sub-account option is marked. If it is, note the parent account it's tied to.
  6. Go back to the Chart of Accounts.
  7. Find the duplicate account (the one you won't keep). Then select the dropdown ▼ in the Action column and then Edit.
  8. Change the Name and Detail Type so the duplicate account's info matches the account you want to keep exactly.
  9. Select Save, then Yes

 

For more information about merging accounts, as well as how to combine duplicate customers or suppliers in QuickBooks, I recommend the following article: Merge duplicate accounts, customers, and suppliers in QuickBooks Online.

 

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