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Replying to:
JessT
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Thank you for updating us and for the additional details, Wiltshs.

 

I will continue to help you with merging your cash and checking account, so you can proceed with reconciliation. By the way, I cannot see your screenshot in the thread.

 

Matching requires both accounts to have the same Type and Detail Type. Otherwise, you will have an error.

 

What you can do is edit your Cash account again, change the Detail Type to Checking, and name it as Novo Checking just like the setup of your existing Novo Checking account. When you click Save and close, you'll receive a warning saying you're changing the detail type. Just confirm it. Then, you’ll receive another warning that says the Novo Checking name is being used on another account and will be asked if you want to merge them. Just select Yes. That will do.

 

 

You can proceed to reconciliation after merging your accounts.

 

Feel free to share an update about this, so we can help you further if there's a need to. Take good care always!

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