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Combine (merge) two accounts

Once you merge two accounts, you can't reverse it.
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All transactions, including reconciled ones, will be merged under the account you keep. The merge may also affect closed transactions and previous financial reports.

Situations where you can't merge an account

  • You can't merge more than two accounts at a time.

  • You can only merge accounts that are the same type. For example, you can't merge an "income" type account with an "other income" type account.

To merge two accounts

  1. Click the Lists menu, and then click Chart of Accounts. Shortcut

  2. Make sure the two accounts you want to merge are at the same hierarchical level on the list.

    If they're at different levels, move one account to the same level as the other.

    1. Move the mouse to the small diamond at the left of the account name.

      When the mouse pointer touches the diamond, the pointer changes to a four-headed arrow to indicate that you can drag the account to a new position in the chart of accounts.

    2. Click and drag the diamond to the left or right until the account is indented the same amount as the account that you want to merge it with.

  3. Click the account you don't want to use.

  4. Click Account at the bottom of the list and click Edit Account.

  5. Change the account name so that it matches the account you're merging it with.

  6. Click Save & Close.

  7. Click Yes to confirm that you want to merge the two accounts.

See also

KB ID# H_COA_TASK_ACCOUNTS_MERGE
12/20/2014 12:50:49 PM
PPRDQSSWS402 9102 Pro 2013 bfdabc