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Mary_Keleher
May 5, 2020
Solved

how to merge accounts

  • May 5, 2020
  • 2 replies
  • 0 views

Hello.  I have income sub-accounts I'd like to merge into the "main" income account as we no longer need the level of detail provided by the sub-accounts.  How can I do this en mass?  Thank you!

Best answer by SashaMC

Thank you for connecting with the Community, Mary_Keleher. I'll be delighted to assist you with merging the sub-account to the main income account. Here's how:

 

  1. Go to the Lists tab and select Chart of Accounts.
  2. Take note or copy the name of the account you want to keep.
  3. Right-click the sub-account that you would like to merge, then click Edit Account.
  4. Replace the name of the account with the one you took note of or copied earlier.
  5. A prompt will appear to merge the account, select Yes to proceed.

For more information about merging in desktop, this link is resourceful in helping you combine customers and vendors. Click the Reply button if you have any other questions. I'm always here to help as well as the Community. Take care.

2 replies

john-pero
john-pero
May 5, 2020

Unfortunately, there is no simple "en masse" method. 

 

1. edit each sub-account to no longer be a sub-account

2. edit name of sub-account to equal main account

    S
    SashaMCAnswer
    May 5, 2020

    Thank you for connecting with the Community, Mary_Keleher. I'll be delighted to assist you with merging the sub-account to the main income account. Here's how:

     

    1. Go to the Lists tab and select Chart of Accounts.
    2. Take note or copy the name of the account you want to keep.
    3. Right-click the sub-account that you would like to merge, then click Edit Account.
    4. Replace the name of the account with the one you took note of or copied earlier.
    5. A prompt will appear to merge the account, select Yes to proceed.

    For more information about merging in desktop, this link is resourceful in helping you combine customers and vendors. Click the Reply button if you have any other questions. I'm always here to help as well as the Community. Take care.

      J
      JGalarza
      August 30, 2021

      I did exactly what you said and an error message popped up saying that you can not merge two accounts that have online information.  I tried to disconnect bank feed, but that did not help.

        Jen_D
        Jen_D
        August 30, 2021

        Thanks for posting here again about this merge account topic, @JGalarza.

         

        Joining the thread to share further insights on how you can get rid of the error message.

         

        Accounts connected to online banking, can't be merged or deleted. If you're still unable to merge the accounts after disconnecting the bank connection, let's proceed to the next troubleshooting. 

         

        Unexpected issues in QuickBooks are sometimes affected by the amount of data stored in the cache. This is because a regular browser will constantly overwrite itself and will not remove history unless done manually.

         

        Private browsing will not save any history, so it's a great place to identify issues in the browser. Use these keyboard shortcuts to launch a new private window:

         

        • Google Chrome: press Ctrl + Shift + N  
        • Mozilla Firefox: press Ctrl + Shift + P
        • Safari: press Command + Shift + N

         

        Try copying the PO one more time. If it works, clear the cache to resolve browser issues in QBO. Using a different browser can also help.

         

        If the same issue persists, I highly recommend that you contact our Support Team directly. This way they can check on your account and escalate the case to our engineers. You can also request a callback so you won't have to wait on the line. See our support hours here.

         

        Here's how to contact us if you're using QuickBooks Online: 

         

        1. Sign in to your QBO account.
        2. Click the (?) Help icon in the upper right-hand corner of the Dashboard.
        3. Tap the Search tab, then select the Contact Us button and enter your concern in the description box.
        4. Once done, select Call us or Get a callback option.

         

        If you have other questions or need further help with this account register merge, just post here again. I'll be right here to help. Have a good one!

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