I'm glad you made your way here in the Community, teamp3.
Allow me to assist you in merging bank accounts in QuickBooks Online (QBO).
Please be aware that account mergers are permanent. This cannot be undone later. The procedures for merging accounts are listed below.
- Choose Accounting on the left menu and click on Chart of Accounts.
- Look for the account you want to keep. Then, click the drop-down arrow next to View register and select Edit.
- Take note of the account details and click Cancel.
- Look for the account you want to merge. Then, click the drop-down arrow next to View register and select Edit.
- Change the account name and click Save.
- Choose Yes to confirm the merging process.
That's all there is to it. You can see more details in Merge accounts, customers, and vendors in QuickBooks Online.
Please be aware that when merging accounts in QuickBooks Online (QBO), all previous transactions will be transferred to the account you intend to keep. Make sure you've preserved any reconciliation reports that the account may have. Transactions are kept on the merged account and continue to be reconciled in this manner.
You can also reach out to your accountant for additional advice to ensure your records remains accurate.
Here’s information that can help organize your chart of accounts in QuickBooks. It provides tips to ensure everything is correct and easier for you to access financial data.
Additionally, we have easy-to-access articles, webinars, and video tutorials that will help you in familiarizing the different tasks, features, and functions of QBO. Below are the following:
Of course, you're always welcome to visit us again if you need help while working with bank accounts. It will be my pleasure. Stay safe and have a great day ahead!
