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Welcome to the QuickBooks
Community, @ Nancy Clary. Let me help you with your query.
When you merge old account with the new account, all of the data is moved into that one account you want to keep. Keeping your lists clean
helps you keep track of your finances faster and easier.
Important reminder, once you’ve combine the account you can never undo it.
To merge the accounts, here’s how:
- If you're merging accounts that have reconciliation reports, save those reports first. The transactions remain on the merged account and stay reconciled.
- Go to Settings
and then select the Chart of Accounts. - Find the account you want to keep. Then, select the dropdown▼ in the Action column and then edit.
- Note the name and detail type of the account.
- Check if the Is sub-account option is marked. If it is, note the parent account it's tied to.
You can refer to this article if you want to learn more about merging your accounts.
If you need more help about managing your accounts, leave comment below. We’re always here to assist
you on your queries. Have a nice day!