Solved: how to merge accounts - QuickBooks- Quickbooksupportnet

Merging accounts in QuickBooks online is an irreversible process, so be certain that this is the process that works best for your needs. You can merge only two accounts at a time, and both accounts have to be the same type of account. In most cases, you can change the account type to match the new account. The accounts you are moving also have to be on the same parent or sublevel. For instance, if one account is a parent and the other account is a subaccount, you won't be able to merge these accounts until you change their positions to match.

Steps to Merge Accounts in QuickBooks
In this example, we want to merge the Cash in Drawer account with the Cash on Hand account. On the following screen, select “edit” under “view register.”

Next, change the contents of the “Name” field to “Cash on hand.”

Once you update the name field, select Save and Close. A number of warning screens will pop up. Simply click “yes” on all screens to complete the merge process.

The resulting Cash on Hand account should appear as below. Make sure both the Type and Detail Type match for both accounts.

Avoid New Accounts
If you are using Transaction Pro Importer for QuickBooks Online to merge QuickBooks accounts, you’ll want to avoid creating new accounts. First, your import file should contain either the lowest sub account number OR the entire account:subaccount, not both. If you’re using account numbers, select the Options button and turn on the Transaction Pro Importer option to enable account numbers and not add new account numbers.

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