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Buy nowI have Quickbooks Plus, and the newest update has a lot of changes that I'm still discovering. I had an issue earlier today that I thought was resolved, only to find a new issue.
I recently changed the name of our bank account in the chart of accounts. I noticed today that QB recreated the account with the old name (without the account number), and the last payroll tax payment went to it. It's the only transaction in that account. I realized I may need to reselect the account in Payroll Settings > Accounting, but I got an error: "Failed to load chart of accounts data." I was able to get that fixed through a QB support chat, but the tax payment still remained in the wrong account. The solution was to merge the 2 accounts. The support rep asked if I needed help, and I declined, since I have successfully merged accounts numerous times. So, I closed the chat.
I went to the chart of accounts, looked at the account I want to keep and took a screenshot of the settings.
Then I went to the account I want to merge and entered the exact same name and account/detail types. I hit "save" and got this error: "Another account is already using this name. Please use a different name."
There is no longer an option to merge them.
Is there a new way to merge them? All of the help articles on merging accounts describe the way I described above.
(On a side note, I do like the new look of the "Edit account" option and the addition of the balance sheet at the bottom.)