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May 20, 2020
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I have two accounts showing in my banking. One is my business account that won’t update and one is cash in hand for the same business account. How can I merge them?

  • May 20, 2020
  • 1 reply
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Best answer by Ashleigh1

Hello Onallpaws, 

 

Welcome to the Community page, 

 

If you have one of our small business products then two merge the 2 bank accounts together, you need to go to the chart of accounts, you then just need to edit the details on one of the accounts to be the exact same as the other account so (detail type, account type, name) then save and it'll ask to merge them together. Once you have done this the two accounts will be no longer and it will just show as one account now. 

 

 

1 reply

Ashleigh1Answer
May 20, 2020

Hello Onallpaws, 

 

Welcome to the Community page, 

 

If you have one of our small business products then two merge the 2 bank accounts together, you need to go to the chart of accounts, you then just need to edit the details on one of the accounts to be the exact same as the other account so (detail type, account type, name) then save and it'll ask to merge them together. Once you have done this the two accounts will be no longer and it will just show as one account now.