How do I merge two active accounts?

Hi permacrafthortic,

Welcome to Community!  Merging your accounts is a great way to keep your chart of accounts clean and organized.  QuickBooks Online enables you to merge your accounts seamlessly.  I'd be glad to assist!

Before you merge the accounts, please be advised this is permanent and cannot be undone.  Accounts created by QuickBooks, that are set as default for certain features, cannot be merged.

Here's how to merge accounts;

Note; If you're merging accounts that have reconciliation reports, save those reports first. The account being merged may not keep the reconciliation history. The transactions remain on the merged account and will remain reconciled.

1. Go to Settings ⚙ and open the Chart of Accounts

2. Find the account you want to keep, and select the dropdown ▼ in the Action column, then Edit.
3. Take a screenshot or make note the Account Type, Name, and Detail Type of the account. These must be the same between the accounts you want to merge.

4. If the Is Sub-account option is marked, note the Parent account it's tied to

You have all the info you need for the account you want to keep. Now let's handle the duplicate:

1. Go back to the Chart of Accounts

2. Find the duplicate account (the one you won't keep). Then, select the dropdown ▼ in the Action column and then Edit

3. Enter the Account Type, Name and Detail Type so the duplicate account's info matches the account you want to keep exactly as shown in your screenshot, or the note you made in step #3 above

If you need to mark Is sub-account, keep in mind:

• If you're merging two parent accounts, make sure they don’t have any sub-accounts.
• If you're merging two sub-accounts, make sure they both have the same parent account.
• If only one is a sub-account, uncheck the Is sub-account option so it becomes a parent account.

4. When you're ready, select Save and then Yes to confirm.

The two accounts have now been merged into one!

Should you require additional assistance, please don't hesitate to contact us.

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Feel free to reach ack out with other questions.  We're always happy to help!