How to Merge Accounts in QuickBooks?
Merging of accounts in QuickBooks is an irreversible process so it is very important that this is the process that fits best for your requirements. In the process of merging only two accounts can be merged at a time, and both accounts have to be the same type of account.
You can change the nature of the account 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.
At times QuickBooks accounting software fails to merge with the accounts and as a result the work process is affected. In such scenario you must report the error to customer support team of QuickBooks. The team of expert ProAdvisors promptly responds to the customer query and doubts reported via phone, email or live chat.
Follow the recommended steps to fix the Issue:
Click the “Lists” menu and “Chart of Accounts.”
If one of the accounts you to be merged differentiate in the hierarchical level, drag the diamond symbol to the left or right on one of the account names so that they both match.
Select the account you want to remove and merge
Click “Account” and “Edit Account.”
Change in the type of account, if it is different from the merging account
Some account types, such as A/R accounts, automatically created accounts or accounts that have subaccounts attached can’t be changed. If the account types don’t match on the accounts you want to merge, you can’t merge them.
The QuickBooks experts ProAdvisors provide you instant resolution so that you can resume your work hassle free. The Intuit certified ProAdvisors are approachable via various modes like phone support, email support, live chat etc. Sometimes due to some valid reasons you fail to reach the support professionals.
In such scenario you can contact other reliable agencies.
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