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Replying to:
JamaicaA
QuickBooks Team

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We're unable to merge bank accounts connected to online banking, @JenniferNOLA. I'll to make it up with you by sharing all the details regarding this.

 

If you’re AMEX accounts are connected to online banking, we can’t combine them together. However, you can disconnect them first so we can merge them.

 

Here’s how:

 

  1. Go to the Banking menu, and then select the tile for your AMEX accounts.
  2. Click the pencil ✎ icon, and then choose Edit account info.
  3. Select the Disconnect this account on save checkbox. 
  4. Click Save and Close.

 

You can now merge them after they've been completed. Remember that this is a long-term procedure. As a result, you will not be able to change your mind afterwards.

 

You can store these reports first if these accounts have reconciliation reports. This is due to the fact that transactions are still reconciled on the amalgamated account.

 

Next, let’s locate the account you want to keep. I’ll show you how:

 

  1. Go to the Accounting menu, and then select the Chart of Accounts.
  2. Find the AMEX account you want to keep. Then select the Action dropdown ▼ and then Edit.
  3. Please note the name and detail type of the account.
  4. If it's a sub-account, check if the Is sub-account option is marked. Then, note the parent account it's tied to.

 

After that, let’s get rid of the duplicate account. I’ll guide you how:

 

  1. Go back to the Chart of Accounts, and then look for the duplicate account (the one you won't keep).
  2. Select Edit from the Action column dropdown ▼
  3. Change the Name and Detail Type. This way, the duplicate account's info matches the account you want to keep. 
  4. Click Save and then Yes to confirm.

 

If your AMEX accounts aren't linked to online banking, you can skip the disconnection process. Instead, you can merge them directly.

 

You'll want to categorize and match your entries. This way, you can prevent duplicates and ensure you're putting them into the correct accounts.

 

For good practice, you can always perform the reconciliation to ensure your books are accurate.

 

If you need further assistance while working with your Banking page anything about QuickBooks, don't hesitate to reach back to me. Stay safe and have a nice day!

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