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January 28, 2021
Question

how to change category name as I have entered two names for the same account - can I delete one or combine them

  • January 28, 2021
  • 1 reply
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New to the QB online  - I have two names for the same account - how can I either combine them or delete one of them and transfer those items to the other 

1 reply

January 28, 2021

Hi 70Red,

 

Glad to learn you're new to the QuickBooks Online family. QuickBooks is the go to program for business owners looking to streamline their business and get ahead with their work. I'd be happy to share more information about deleting/combining accounts in QuickBooks. 

 

In QuickBooks, you can make an unwanted account inactive by following the steps below:

  1. Click Settings ⚙ and select Chart of accounts.
  2. Find the account you want to delete.
  3. Click on the Action ▼ dropdown and select Make inactive.

I encourage you to check out this helpful article with more info: Delete an account on your chart of accounts in QuickBooks Online.

 

If you'd like to merge accounts, you can easily do that by following the steps in this article here: 

Merge duplicate accounts, customers, and suppliers in QuickBooks Online.

 

Editing your chart of accounts has never been easier with QuickBooks Online. Here's how:

  1. Select Accounting from the left menu.
  2. Locate the account you'd like to edit.
  3. Select the drop down arrow next to Account history or Run report (depending on the account).
  4. Select Edit.
  5. Make all desired changes and click Save and Close. 

I hope this info helps. In case you need further assistance, feel free to reach back to me in the comments below.