How to Merge Two Accounts in QuickBooks Desktop

If you want to merge two accounts in QuickBooks Desktop, then it is basically an unchangeable process, be sure that this is one of the best processes that work for your requirements.

At a time, you can only merge two accounts, and make sure both accounts also have the same type of account. And also in most of the situations, you are able to change the account type to match with the new account.

Note: Make sure that accounts you are moving also be on the same parent or sublevel. 

How to Merge Two Accounts in QuickBooks Desktop

For example, if one account is a parent and the other account is in sublevel or subaccount, you will not be capable to merge these accounts till you change your status to match.

All the accounting information, financial reports, transactions, and credits, is automatically merged within the account you hold while merging two QuickBooks accounts.

Merging QuickBooks accounts can keep finances in one section, which can be helpful for holding better avenue of business and personal finances, preparing taxes and tracking income.

How Do I Merge Two Accounts in QuickBooks

Go to the “Lists” menu and choose “Chart of Accounts.” In case, if one of the accounts you desire to merge is on another hierarchical level, then point to the small diamond next to the account being drawn. The diamond automatically turns into a four-headed arrow. Drag the account next to the account that will be merged with.

Select the account which you will not use, then choose the “Account” button and next select “Edit account“. Rename the account to the name of the account with which you are merging it. Account names must match for the merge to be successful.

Select “Save & Close” and later choose “Yes” to confirm. These steps automatically merge accounts in QuickBooks.

Frequently Asked Question

How Do I Merge Customers in QuickBooks?

Follow these steps to merge customers in QuickBooks

  1. Open QuickBooks, go to Sales and choose Customers.
  2. Next, choose the name of the customer that you don’t want to use, later choose Edit. 

(Note: Be sure, the customers you need to merge must are at the same level)

  1. Modify the Title, First name, Middle name, Last name, and Suffix to make it unique to the customer that you are merging. Make sure,  Display Name is also the same.
  2. Choose Save, then next select “Yes” to verify that you require to merge the two customers.

How Do I Merge Customers in QuickBooks?

Follow these steps to merge customers in QuickBooks

  1. Open QuickBooks, Choose Expenses and next select Vendors.
  2. After choosing the name of the vendor that you don’t want to use, choose Edit.
  3. Modify the Title, First name, Middle name, Last name, and Suffix to make it unique to the vendor that you are merging. Make sure, Display Name is also the same.
  4. Choose Save, then select “Yes” to verify that you require to merge the two vendors.

How do you combine or merge two list entries in QuickBooks?

Follow these steps to combine or merge two list entries in QuickBooks 

  • Open QuickBooks, Go for the Lists, then select Item List.
  • Analyze the list for duplicate items and note the name of the item you want to stay.
  • Double-click on an item that you want to merge into another item.
  • Type the name you noted in step 2 in the Item Name / Number field.
  • Select OK to save all the changes.

Hope, you like to read this article and easily able to merge accounts in QuickBooks after reading this article.

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