Skip to main content
September 1, 2021
Question

Multiple Accounts (same bank account) showing in dropdown

  • September 1, 2021
  • 1 reply
  • 0 views

Account set up since 2015.  Once our new treasurer took over, he went and updated his information at the our bank, causing the account to no longer link to QB.  He then went to “Link Account” on QBO and it created a new account In Banking.   I believe he should have just Edited the account instead of Linking.  Is there any way to consolidate these accounts without losing our historical data?  Right now we have everything from 2015-2020 under one account, with a separate account for everything from 2020 to present.

1 reply

September 1, 2021

Hi there, nonprofitintexas.

 

Thank you for visiting the QuickBooks Community. I'll be sharing details to ensure you're able to blend accounts and how it works in QuickBooks.

 

Yes, there's a way to consolidate those accounts without losing your historical data. To do that, you can combine or merge them since they're just from the same account. Please note that this process is permanent or irreversible. Also, accounts connected to online banking can't be merged. With this, you'll have first to unlink the account that your treasurer linked. This way, you're able to achieve the ask smoothly.

 

Here's how to unlink your bank account.

 

  1. Go to Banking or Transactions on the left panel.
  2. Within the Banking section, 
  3. Choose the account you want to remove, and then click the Edit icon.
  4. Click Edit account info.
  5.  In the Account window, check the box next to Disconnect this account on save.
  6. Then, click Save and Close.

 

Once done, you can now start merging two accounts. You can follow the steps below. Please note that after you merged an account, all the data moves into the one you want to keep.

 

 

  1. Click Accounting from the left menu.
  2. Select the account you want to keep. Then, click Edit from the drop-down in the Action column.
  3. Remember or take note of the Name and Detail Type of the account.
  4. Close the window by clicking the Cancel button.
  5. Go to the account you don't want to use and select Edit from the drop-down in the Action column.
  6. Change the Name and Detail Type.
  7. Click Save. Then, Yes to confirm the merge of the two accounts.

 

To see further details, you can click this article: Merge duplicate accounts, customers, and vendors in QuickBooks Online.

 

After that, you can now reconnect the account to online banking so QuickBooks automatically downloads your recent transactions.

 

Please refer to this article to view the difference between deleting and disconnecting a bank or credit card account from QuickBooks Online and how it works: Disconnect or delete accounts connected to online banking.

 

Please let me know if you have any questions or banking concerns by hitting the Reply button below. You can reach out to the Community at any time. Take care!