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H
HAM9
May 5, 2025
Question

Copying Existing Account in Chart of Accounts

  • May 5, 2025
  • 1 reply
  • 0 views

I cannot use an existing account to create a new one inside Chart of Accounts. Previously this was possible. It seems Intuit has removed this capability.

1 reply

Z
ZuzieG
May 5, 2025

In the Chart of Account (COA), you cannot use the existing account with a new account, Ham9. I'll be happy to assist you on how to use the existing account to create a new account.

 

To create a new account in COA while keeping the existing account, first, save the new account under a different name, then edit its details before merging. Keep in mind that merging is irreversible; all data will transfer to the retained account, and the duplicate will be deleted. If any accounts have reconciliation reports, save them beforehand to ensure all transactions remain reconciled on the merged account.

 

Here's how to merge the account:

 

  1. Look for the duplicate account (one you won't keep or a newly created account).
  2. Press the dropdown in the Action column and choose Edit.

  3. Edit the Account name (Name), and Tax form section (Detail Type) so the duplicate's information exactly matches the one you wish to save or the same details on the existing account. 
  4. Click Save and Yes, merge accounts to confirm the action. 

For additional information, you can browse through this reference: Merge duplicate accounts, customers, and vendors in QuickBooks Online.

 

Furthermore, I'll share this helpful article to learn how to reconcile your accounts and manage your books accurately.

 

Let us know if you have any additional questions about  your Chart of Account, or any other aspect of QuickBooks. Click the Reply button, and we can continue the conversation.

H
HAM9Author
May 5, 2025

@ZuzieGI am not talking of merging. I am only referring to the ability to copy an existing account and then changing the relevant details when creating a new account. This simply means using an existing account to create a new account by using most of the existing account's attributes. Example copying Bank 1 account to create Bank 2 account. This feature was available in the past.

L
LeizylM
May 5, 2025

I appreciate your focus on copying an existing account and then modifying its details to create a new account, HAM9. While this option is unavailable, I have some alternative solutions so you can get back to expanding your business.

 

In the meantime, you'll can to set up each account manually and input all the details referencing the existing account.

 

I can see the benefit of this option for you and other customers. I recommend reaching out to our Product Developers team using the Feedback option in your QBO. They're genuinely interested in hearing your input and highly encourage you to share your ideas and suggestions to help enhance our services.

 

To proceed, here's how:

 

  1. Go to the Gear icon located at the top-right corner of your screen.
  2. Under the Profile section, select Feedback.
  3. Enter your suggestions and then click on Next.

 

 

I would like to provide a few additional articles that can help guide you in your upcoming tasks: Delete an Account on Your Chart of Accounts in QuickBooks Online 

 

 Feel free to respond to this conversation if you have further questions about managing invoices in QBO,HAM9. The Community is always available to support you and provide assistance whenever needed.

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