Bravura
Level 3
‎August 17, 2022 03:19 AM

Merge Accounts (Chart of accounts)

So I know we can't delete accounts EVEN IN accountant mode (because apparently we have zero education) but we were able to work around by using the "Merge" feature. Really annoying but at least we could clean up mistakenly created accounts. 

I attempted to use the merge feature as I have in the past and now it no longer seems to be functioning. It is marking the account to be merged as (deleted) rather than actually deleting it. 

I really really really hope they didn't take yet another tool away from us. 

 

Anyone else?

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MJoy_D
Moderator
Moderator
‎August 17, 2022 05:23 AM

Other Questions

I can share some information about merging accounts in QuickBooks Online, @Bravura

 

Deleting the other account after merging them will surely be a great addition to the current features that we have to make your Chart of Accounts more organized. I'll surely take note of this.

 

I also encourage you to leave feedback from within the product. Here are the steps:

 

  1. Go to the Gear icon and select Feedback.
  2. Provide your product suggestion.
  3. Click on Next to submit feedback.

 

You can check out this article for more information about providing feedback to make the program better: How do I submit feedback?.

 

The following article will tell you more about merging your accounts, customers, and suppliers to remove any duplicates: Merge duplicate accounts, customers, and suppliers in QuickBooks Online.

 

For more information on how to find transactions from your chart of accounts to sort and edit your transactions, refer to this article: Find, review, and edit transactions in the account history in QuickBooks Online. 

 

Let me know in the Reply section if you have further questions about merging your account. I'm always here to answer them for you. Have a wonderful day!

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