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Let's go through the process of merging your checking accounts in QuickBooks Desktop.
First, create another checking account from the Chart of Accounts (COA).
- Chart of Accounts can be found by selecting Lists from the menu.
- Choose New from the Account dropdown menu.
- Then click Continue after choosing an account type (Checking account).
- Fill out the account information.
- Click Save & Close.
Since you'll have two checking accounts, ensure to connect only one account to online banking. When two accounts are merged, all transactions are combined into one account. I'll show you how:
- On the menu, select Company.
- Select Chart of Accounts.
- Take note of the account's name that you want to keep.
- Right-click the name of the account you want to merge. Then, select Edit Account
- Choose Save & Close after changing the account name to the one you wish to keep.
- When prompted, choose Yes to consolidate the accounts.
You can then start downloading the bank transactions. Here are some articles that you can check for additional information:
If you want to add a few deleted transactions from the register in the future, you can manually track them. From the Chart of Accounts, select Checking account and click Record to start recording the deleted entries.
To keep your accounts and transactions accurate from time to time, you can read through these articles:
Keep us informed if you have further concerns as you follow the steps of combining accounts. We're all right here for you, bills123. Take care always.
