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wksykes
April 12, 2019
Question

I have two general ledger accounts that should be one. How do I transfer history on one account to the other?

  • April 12, 2019
  • 4 replies
  • 0 views
Original commenter did not share additional details

4 replies

J
Joyce_P
April 12, 2019

You can merge your two general ledgers to make it as one, wksykes..

 

I'll show you how: 

  1. Go to Accounting and choose Chart of Accounts.
  2. Look for the account that you want to keep and click Edit from the drop-down icon beside View register.
  3. Take note of the Name and Detail Type, then click Cancel.
  4. Look for the account that you want to be merged with the first account, then click Edit from the drop-down icon beside View register.
  5. Enter the Name and Detail Type of the first account in the appropriate fields.
  6. Click Save and Close.
  7. A prompt message will appear, click Yes.

Please see the screenshots below: 

 

 

 

 

 

Feel free to get back in the Community if you have more questions. I'd be glad to answer.

B
BGLASGOW
January 28, 2021

My online QB won't allow me to add anymore general ledger accounts is there a limit?

R
rvrfrf
January 28, 2021

Thanks for reaching out to the Community, BGLASGOW.
 

For Simple Start, Essentials, and Plus subscriptions, there's a limit of 250 accounts that can be created. Subscribers using our Advanced plan can create an unlimited amount of accounts.
 

If you're interested in upgrading, you can do so anytime.
 

Here's how:

  1. Use your Gear (⚙️) icon.
  2. Go to Account and settings.
  3. Access the Billing & Subscription tab.
  4. In your QuickBooks Online section, click Upgrade your plan.
  5. Pick a plan, then hit Choose plan.
  6. Select Get started.


I've included a couple extensive resources about usage limits and our different types of plans that may come in handy moving forward:


If there's any other questions, I'm just a post away. Have a wonderful day!

M
Malcolm Ziman
April 12, 2019

No need. You can merge them by changing the name of one to the other

N
nathalie-empire2
May 20, 2022

HI 
I am having the same problem. I tried to merge 2 accounts and i get no error messages or nothing like that but the accounts do not merge. Not sure what I am doing wrong. Any insights would be deeply appreciated. I have QBO advance.

Thank you

 

Rose-A
Rose-A
May 20, 2022

I'm here to help keep your accounts organized in QuickBooks Online, nathalie-empire2.

 

At times, the collected cache files on your browser may lead to unexpected behavior like the one that you've experienced upon utilizing the program.

 

To get this sorted out, you can press the F5 key on your keyboard to refresh the page. If you're still getting the same result, we can do some of the basic troubleshooting steps. You can use these shortcut keys depending on the browser you're using:

 

  • Google Chrome: Press CTRL + Shift + N.
  • Safari: Press Command + Shift + N.
  • Mozilla Firefox: Press CTRL + Shift + P.

 

Once signed in, go back to your chart of accounts and see if the accounts are merged from there. If it rectifies the issue, go back to your main portal and clear its cache to remove the browser's history or you can press CTRL+Shift and Delete key on your keyboard altogether. You may also try accessing your account using another supported browser.

 

To know more about what other information you can merge in QuickBooks Online, you can scan through this article: Merge duplicate accounts, customers, and vendors in QuickBooks Online. It provides details on how you can merge your customers as well as a link to consolidate multiple client lists for the accountant's reference.

 

I want to make sure everything is taken care of, so please get back to me if you need additional help with this. I'd be more than willing to keep in touch.

P
psyx
July 10, 2023

Once the two accounts are merged will the all of the history automatically upload to the new account?

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