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DakotahDeuel
January 23, 2024
Question

Combining Credit Card Accounts

  • January 23, 2024
  • 1 reply
  • 0 views

Hello!

 

Here's the situation: I originally created a cc account and downloaded all my credit card transactions into QB under one credit card account titled "Divvy"

 

The credit card company was acquired and when I downloaded my next set of transactions, it wouldn't recognize the credit card so QB created a new account titled "Wells Fargo Card Services"

 

I ended up putting the Wells Fargo Account as a Sub account for Divvy so all my transactions are in one spot but now I want to merge the accounts because the beginning balance of the Wells Fargo card is throwing me an extra transaction.

 

My question is, will merging the two mess up my reconciliation? 

 

 

1 reply

M
Maybelle_S
January 23, 2024

I can help combine the account, DakotahDeuel.

 

Merging the account won't affect the reconciliation, but you'll have to save the reconciliation report before combining, as it can't be saved afterward. It'll ensure that the transactions stay in the merged account and remain reconciled in QuickBooks Desktop (QBDT).

 

Please note that merging accounts is permanent and cannot be undone. Here's how:

 

  1. Go to the Accountant menu and then Chart of Accounts.
  2. Take note of the name of the account that you'd like to keep.
  3. Right-click the name of the account that you want to merge, then select Edit Account.
  4. Replace the Account Name with the one you want to keep, then Hit Save & Close.
  5. A prompt will appear. Tap Yes to merge the account. 

 

Here's the link for merging information in QuickBooks, including vendors and customers: Merge Accounts, Customers, and Vendors. 

 

Additionally, you can refer to this page when you add and match transactions.

 

You can always count on me if you need further assistance in managing your books and dealing with your tasks in the program. Take care.

C
CCSDenver
February 22, 2025

Hello, I have 2 employees who have thier own company credit cards but they are tied into the main credit card account.  When I tried merging the credit cards I got a warning saying I can't merge credit cards that are connected to online banking.  How can I have all employee credit cards connected to one account?

    FishingForAnswers
    FishingForAnswers
    February 22, 2025

    @CCSDenver  Should be as simple as editing the CC accounts and setting them as subaccounts of a parent CC account.

     

    All charges and payments applied to the subaccounts individually will flow into the parent account's total balance, just as you should be seeing on the credit card statement you receive in reality.

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