Merging Accounts

Merging Accounts

You can combine two records for an account that are identical and intended for the same thing if you have them.

The steps for merging two accounts are listed below.

Step 1: Go to Chart of Accounts Accounts > Documents > Chart of Accounts

Step 2: Go to Account Click on the account that you wish to merge with another document, and then click on the 'Edit' option.

using merge documents 1

*Step 3: Merge Account * When the document opens, several options will be visible at the top. Then select "Merge Account." You must enter the name of the account you want to merge the current account with.

using merge documents 2

Effect of Merging

When an account is combined, the current transactions where an older account was chosen are updated with the new name.

Child Accounts and Group Accounts cannot be combined.