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September 2, 2021
Question

Can I merge to bank accounts into one account?

  • September 2, 2021
  • 1 reply
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Can I merge 2 bank accounts?

1 reply

September 2, 2021

I'm happy to lend a helping hand with merging your new bank account, dwolffmom-gmail-. 

 

When merging accounts, it is a permanent process, and we can't undo this later on. Then, all the data moves into the one you want to keep and removes the duplicate. If the account has reconciliation reports, make sure you've saved them. This way, transactions remain on the merged account and stay reconciled. I've included the steps to merge accounts below: 

  1. Choose Accounting on the left menu and click on Chart of Accounts.
  2. Look for the account you want to keep. Then, hit the drop-down arrow next to View register and press Edit.
  3. Take note of the account details and click Cancel.
  4. Look for the account you want to merge. Then, click the drop-down arrow next to View register and select Edit.
  5. Change the account name and click Save.
  6. Tap Yes to confirm the merging process.

 

You can see more details in Merge accounts, customers, and vendors in QuickBooks Online article. You can also reach out to your accountant for additional advice to ensure your records remains accurate. Here’s information that can help organize your chart of accounts in QuickBooks. It provides tips to ensure everything is correct and easier for you to access financial data.

 

Visit our Banking page for more insights about managing your bank feeds and reconciling accounts. 

 

Feel free to update us after performing the steps, as I want to ensure this is resolved for you. Please reply to this post if you have other banking questions and I'll get back to you. Have a great day.