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January 31, 2021
Question

How do I delete a duplicate account

  • January 31, 2021
  • 1 reply
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1 reply

katherinejoyceO
January 31, 2021

Hello there, @userzxc153

 

I'm here to help you delete a duplicate account. In QuickBooks, you have an option to merge duplicate accounts. It will move all your data into the one you'll want to keep and remove the duplicate. 

 

First off, ensure to save reports when merging reconciled accounts. That way, the transactions remain on the merged account and stay reconciled. Then, follow these steps below: 

 

  1. Go to the Settings menu, then select the Chart of Accounts.
  2. Find the account you want to keep. Then select the dropdown menu in the Action column and then Edit.
  3. Note the name and detail type of the account, then check if the Is sub-account option is marked. If it is, take note of the parent account it's tied to it.

 

Once done, follow these steps below to handle the duplicate: 

 

  1. Go back to the Chart of Accounts, then locate the duplicate account you won't keep. 
  2. Select the dropdown menu in the Action column and then Edit.
  3. Change the Name and Detail Type so the duplicate account's info matches exactly with the account you want to keep. 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 you’re merging two 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.

 

Then, select Save and then Yes to confirm. For your reference, read through this article: Merge duplicate accounts, customers, and suppliers in QuickBooks Online.

 

Keep asking us here in the Community with your concerns, @userzxc153. I'm always around here to answer.