How To Merge Accounts In Quickbooks?

Last Updated on June 16, 2020 by Editor Team

Creating a new vendor account is easy in Quickbooks. But sometimes we have a situation where we have to merge two different accounts that are similar. Similar accounts mean when two separate accounts have similar goods & expenses.

Like we have an automobile category, where we have created a Fuel account and Gas Account. Both accounts are similar meanings and expenses. So in this situation, we merge both of them in a single account. But how to merge accounts in Quickbooks. Few of Quickbooks user knows. So we are spreading this knowledge in the world of Quickbooks users. So let’s see…

How To Merge Account in Quickbooks

Quickbooks allows you to merge accounts. So you will face no errors regarding your business expenses. And your small business account will be well managed. So let’s see below…

  • First, open Quickbooks in your system
  • Click on the Chart of Account from the side navbar.
  • Or you can also access it from the right side of available icons, you can see Chart Of Accounts click on it.
  • Then you can see a list of accounts, you have to choose which you want to merge. For example, we have selected Automobile categories
  • Inside Automobile, we have Fuel and Gas accounts
  • Both have the same meaning and same expanses list. But the Gas account has not any transactions.
  • Right-click on the Gas account and select mark option to inactive it.
  • Then right-click on the Gas account, as it’s similar to Fuel account. And select edit account
  • The Edit Account window will open. And then specify the name of a similar account. As we have a Gas account.
  • Then click on Save button to merge accounts in Quickbooks and click on OK
  • You can see accounts have been merged.

So you have seen how to merge accounts in Quickbooks when accounts have no transactions. Now we guide you for merging account that has some transactions.

How To Merge Accounts In Quickbooks, When Transaction Exist in Accounts

If you have similar accounts that have similar transactions. Then you have to select them and follow the below steps to merge accounts in Quickbooks.

  • Suppose you have to account A and B that has similar transaction and meaning.
  • Suppose our correct account is A.
  • First, we have to right-click on the correct account that is A and click on edit account
  • Now copy the Account Name from the textbox by using right-click and Copy option
  • Then go to the account that you want to merge like we have B account
  • Right-click on B account, and click on Edit
  • Then select all from the Account Name’s text box and right-click inside text box then click on past, or you can write the name of the duplicate account. That we copied from A
  • Then click on Save and Close and then click on Yes to save this account
  • You have merged your accounts

How To Merge Customers, Vendors, Suppliers In Quickbooks

If you want to merge your customers, vendors, and suppliers accounts in Qb. then we have given steps below to merge them.

Merging Customers

  • Go to the Quickbooks dashboard
  • And click on the Sales from the left navigation bar
  • Now you have to select Customers that is available on the Top
  • Select the customer that you want to merge, and right-click on it and select Edit
  • Now you have to mark the Is sub-customer box so that it can be understood as you are going to merge it
  • In order to merge it, you have to change Title, Middle name, First name, and Last name suffix.
  • And then you have to keep the display name similar to a mergeable account.
  • After that select Save and click on Yes to save it.

Merging Vendors and Suppliers

  • Go to the Quickbooks dashboard
  • And click on the Expenses from the left navigation bar
  • And select Vendor inside Expenses.
  • Now you can choose vendor or supplier that you want to merge
  • Then you can select EDIT that available on top
  • In order to merge it, you have to change Title, Middle name, First name, and Last name suffix.
  • Also, you have to keep the display name similar to a mergeable account.
  • After that select Save and click on Yes to save it.

Conclusion

You have seen how to merge accounts in Quickbooks. So we hope you have now learned how to merge accounts. Then our advice you don’t go for a deleted account. Because it’s taking longer procedure. Also, there is a risk of data loss. So use account merge solution to remove duplicate accounts from Quickbooks. That is very simple and doesn’t have to worry about any essential data loss. If you are still unable to understand how to merge then you can contact Quickbooks ProAdvisor.