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accsmastouch-out
Level 1

How do i merge two expense accounts?

I have two expense accounts that are basically the same. How do i combined them to make one account?
1 Comment 1
JenoP
Moderator

How do i merge two expense accounts?

Allow me to join you here and share the steps on how to merge the expense accounts, accsmastouch-out.

 

Please keep in mind that merging of accounts is permanent and can not be undone. Transactions from the duplicate account will also move to the one that you want to keep.

 

 Here's how to merge them:

 

  1. Open your Chart of Accounts.
  2. Find the duplicate account that you will not keep. Then, click the drop-down list beside Run report and select Edit.
  3. Change the Name and Detail Type so the duplicate account's info matches the account you want to keep exactly. If you need to mark Is sub-account, keep in mind:
    • If you're merging two parent accounts, make sure they don’t have any sub-accounts.
    • If they are sub-accounts, make sure they both have the same parent account.
    • If only one is a sub-account, uncheck the Is sub-account option so it becomes a parent account.
  4. Select Save and click Yes to confirm.

 

edit account.PNGedit account 2.PNG

 

Here's an article that talks about merging accounts for more details: Merge Duplicate Accounts, Customers, and Suppliers in QuickBooks Online

 

We more references to share with you in case you need more guidance when managing your Chart of Accounts:

 


Tag me in your reply or post more questions in the Community if you have other concerns with QBO. We'll make sure to offer our help again.