How to Merge Accounts in QuickBooks Online

| 1 min read

How to Merge Accounts in QuickBooks Online

In QuickBooks Online it is possible to merge accounts. 

Sometimes, multiple accounts get created to represent the same type of item or expense. 

For example, I often see two expense accounts in the same chart of accounts called Repairs Expense and Repairs & Maintenance. 

Most likely, the duplicated account was created by another user who did not maintain consistency with the previous person handling the bookkeeping. 

Inexperienced QuickBooks Online users tend to want to re-code each transaction and then delete the unwanted account.  

A much faster solution to resolving this issue is to merge the accounts.

Here's how:

1) Go to your chart of accounts, by going to the menu on the left of your screen, hovering over Transactions, then clicking on Chart of Accounts

Chart of Accounts

2) Using the drop-down under Action on the account you want to keep, click Edit
account drop down
3) Copy the name of the account you want to keep


4) Go back to your chart of accounts, click the drop-down under Action on the account you want to merge with the account you are keeping, and click Edit

screen shot2


5) Paste the name of the account you are keeping over the name of the account you want to get rid of


6) Click Save
7) QuickBooks will display a message: "You already have an account with that name.  Would you like to merge the two?"

merge the accounts

8) Click Yes, merge accounts and your accounts will be merged

 This little QuickBooks Online tip will help save you time and keep a nice clean and organized chart of accounts.  You can also merge other things in QuickBooks Online like vendors, customers, or products & services.

What's the Benefit of a Merged Account?

If there are multiple accounts serving the same purpose, you may run into the problem of wondering which account fits for a vendor, expense, or type of income.

It will take more time to understand and research which item you need to use to categorize a transaction.

In the long run, it makes your reports come through analyzing information correctly, and you get to see exactly what you're earning or spending in a specific category.

How much time could you save if you didn't have to merge yourself?

Get a free analysis to find out.

Schedule a Free Analysis



An Affordable Bookkeeping Alternative to a CFO

Outsourcing your bookkeeping is more affordable than you would think. We save you money the moment you hire us by cutting out the expensive cost of hiring an in-house CFO.

Working with a remote bookkeeping service will still provide you with all the value you could get from an in-office bookkeeper but at a fraction of the cost.

Learn more

Learn How We Can Impact Your Business Growth

You’ve got your company’s best interest in mind. Guess what? So do we! You can rest assured that we will work closely with you to create actionable business plans and accurate financial reporting. We offer our toolkit of financial intelligence that will be your greatest asset for business growth.

Contact an Advisor