Merging Accounts

Something that comes up from time to time is the need to eliminate duplicate General Ledger accounts. QuickBooks makes this process easy.

NOTE:  You can only merge accounts of the same type.  Also, please know that this process is irreversible.

  1. From the Lists menu, select Chart of Accounts.
  2. Right-click on the account you do not want to use and select Edit Account.
  3. Change the account name or account number so that it matches the account you're merging it with.
  4. Click OK and click Yes to confirm that you want to merge the two accounts.