SashaMC
Moderator

Banking

Hello Chris258,

 

Thank you for reaching out to the QuickBooks Community! Let's go ahead and merge those accounts. Here's how:

 

  1. Go to Lists, then select the list with the entries you want to merge.
  2. Copy the name of the entry you want to keep.
  3. Right-click the entry you don’t want to use, then select Edit.
  4. Paste the name you copied, then select Save & Close.
  5. Select Yes to merge the entries.

 

However, if you get the message, “You cannot merge an account that has online information associated with it into another account,” you have an active bank feed on one of the accounts, and the bank feeds would need to turn off. This article linked below will show you how to do so. Also, I encourage you to back up your data before starting. 

 

 

If you have more questions about banking or merging accounts, add a response below. I'll be around to lend a hand.

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