Solved

Merged 2 accounts by mistake - possible to restore?

Forum|Forum|5 years ago
April 20, 2021
1 reply
0 views

Hello! I'm hoping someone can provide guidance. The original goal was to change our sales tax mapping so that when invoices were created, the line item for sales tax was mapped to a liability account. In the past, the company didn't collect sales tax and was responsible for paying it, so there was an expense account on the P&L with past activity. When an employee went to make this change to the mapping, they instead merged the 2 accounts instead which has caused our historical transactions to now be incorrect. Is it possible to restore these 2 accounts? I have a backup file that I can get the historical data from but I'm not sure how best to proceed, I don't want to restore the whole file because it was from last month and I don't want to lose all the activity since. (If it helps, I'm using Enterprise 2019 on a hosted desktop).

Thanks in advance!

QuickBooks Enterprise Suite

Best answer by RenjolynC

Hi there, PE_CSA.

I appreciate your time visiting us here.

Currently, we're unable to undo the merge process. What you can do is record the new activities before restoring the old backup. Before doing so, make sure to create a backup copy of your current data to avoid any problems moving forward.

You also have the option to add a new account and create a journal entry to move the historical transactions from the old one. I'd still recommend consulting your accountant on the accounts affected to make sure your reports are accurate.

I've got these articles that you can use as a guide:

Please let me know if you have any additional questions or other concerns. I'll be right here to answer them. Stay safe!

RenjolynCAnswer

Hi there, PE_CSA.

I appreciate your time visiting us here.

Currently, we're unable to undo the merge process. What you can do is record the new activities before restoring the old backup. Before doing so, make sure to create a backup copy of your current data to avoid any problems moving forward.

You also have the option to add a new account and create a journal entry to move the historical transactions from the old one. I'd still recommend consulting your accountant on the accounts affected to make sure your reports are accurate.

I've got these articles that you can use as a guide:

Please let me know if you have any additional questions or other concerns. I'll be right here to answer them. Stay safe!

P

PE_CSAAuthor

Thank you for your response! Originally I was under the wrong impression that I would overwrite my current file, but in reading through the article you provided for restoring a backup file, I was able to avoid that. Thanks again!

Candice C

Good afternoon, @PE_CSA.

Thanks for getting back to us. Allow me to step and provide you with some insight to help fix this problem.

The best way to resolve this is by restoring the backup and save it somewhere else to use as a "test file" and compare data. However, you'll want to ensure that the name of the backup is different, and you move it so nothing will override the current file and replace it.

Here's an article that will guide you on how to restore the backup.

This should do the trick. If you're still having issues, I recommend contacting our Customer Support Team. They'll be able to use other tools to review your file. If you have any other questions, don't hesitate to ask. Have a good day!

Sign up

Login with SSO

Login to the community

Login with SSO