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Bravura
June 6, 2024
Question

Merge Accounts Not Working

  • June 6, 2024
  • 1 reply
  • 0 views

Merge accounts is no longer merging two accounts. Now it is leaving one account as (deleted). Example if we wanted to Merge Payroll Tax and Payroll Taxes accounts we would end up with.

 

Payroll Tax

 

HOWEVER if we choose the gear and "show inactive" we have:

 

Payroll Tax 

Payroll Taxes (Deleted)

 

Anyone else experiencing this issue?

 

1 reply

R
RoseJillB
June 7, 2024

You're correct that the account you chose to inactivate will show as deleted, @Bravura.

 

Merging accounts expedites financial reporting, cuts down on redundancy, and simplifies your chart of accounts by merging duplicate accounts in QuickBooks. This inactivates the duplicate and transfers all the data into the one you wish to maintain. QuickBooks then transfers the transactions from the duplicate account to the one you choose to preserve.

 

See this article for more information about merging accounts or profiles in the application: Merge duplicate accounts, customers, and vendors in QuickBooks Online.

 

Stay in touch if you have further questions about managing accounts or any QuickBooks-related topics. The Community always has your back. Take care!

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