How to Merge Accounts in QuickBooks Online in One Minute

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  • Опубликовано: 9 сен 2024

Комментарии • 24

  • @JenniferJohnson-mw4gq
    @JenniferJohnson-mw4gq 7 месяцев назад +1

    This was like magic! I had previously worked for hours on trying to fix a mistake but I came across this video and it seriously fixed the problem so fast!

  • @Mikien2086
    @Mikien2086 Год назад +1

    Great Job explaining this in 1 minute!

  • @user-xq1zi6fe2h
    @user-xq1zi6fe2h 10 месяцев назад +1

    Very helpful, exactly what I was looking for, thanks! I needed to merge two bank accounts and this worked perfectly.

  • @Donnnnnnnnnnnnnn
    @Donnnnnnnnnnnnnn Год назад +2

    Do not put an account number. In case you're still having this problem

    • @bewilder
      @bewilder Год назад

      THANK YOU!!! For pointing that out. When I deleted the account number I was able to then merge the 2 accounts. For anyone that's reading this and still trying to figure out why it's not happening, this is KEY info to make this work.

  • @BeauxKnowsInsurance
    @BeauxKnowsInsurance Год назад +2

    nice job. Quick and to the point!

  • @breakfastforyousoul
    @breakfastforyousoul Год назад +1

    Thank you!

  • @lchristian1975
    @lchristian1975 Год назад +1

    mine want merge either says I have another with same name doent' even give me option to merge

  • @user-pr1gd3ob9o
    @user-pr1gd3ob9o 3 месяца назад

    Thanks👏

  • @Mstroup93
    @Mstroup93 2 года назад +1

    Could you make an updated version? The way they have set up editing the chart of accounts is a nightmare...

  • @Av-yf6nn
    @Av-yf6nn 2 года назад +3

    Hi, when we have account number on the main account we want to keep, we can't merge. It said the account number is already used. Can you help pls?

  • @louisecuento
    @louisecuento 10 месяцев назад

    Thanks!

  • @hannnahliu3252
    @hannnahliu3252 2 года назад

    My quick book online essential doesn’t allow me to do this. I tried a few times, it kept asking me “are you sure to merge?” I clicked “yes” button, then it asked me again,” are you sure…?”

  • @jennie8104
    @jennie8104 Год назад +1

    I received the message “you can’t merge two accounts that are both set up for Online Banking or Web Connect.
    Guess your tip isn’t actually for QBO

    • @SeanPowell913
      @SeanPowell913 Год назад

      You may need to disconnect one from web banking with the checkbox in the edit popup (the one you're getting rid of), and then it will let you merge it into the one you're keeping

    • @cutechickiewaffles7476
      @cutechickiewaffles7476 Год назад

      @@SeanPowell913 but then how will you pull the transactions from the bank cc for that second account? This is for reconciling a cc account that has two different cc #s, one per employee. thanks.

    • @cutechickiewaffles7476
      @cutechickiewaffles7476 Год назад

      Jennie, did you find a solution?

    • @SeanPowell913
      @SeanPowell913 Год назад

      @@cutechickiewaffles7476 Yeah I had the same situation, I did it for each CC. Each CC has a register. By removing the "sub-account" setting you can merge it with another account by changing the name of the CC account to be the same name as the one you want to merge with. It pops up a message saying this is the same name, do you want to merge? clicked yes... it merged registers each time I did this, I did it once for each card, and all the transaction records for the 2 cards were merged into the main one with my own card. In the end I got rid of the 2 additional cards and just have everyone use my card to keep things simpler.

  • @dagnyfranke6683
    @dagnyfranke6683 9 месяцев назад

    Who said a minute isn't long enough?

  • @emop2362
    @emop2362 10 месяцев назад

    Thanks! This also works in QuickBooks 2023 PRO (although the screens will look differently).

  • @DanMercer
    @DanMercer 2 года назад +2

    I get the error "Another account is already using number XXXXXX. Please use a different number.

    • @camilabuitragoc.2072
      @camilabuitragoc.2072 Год назад +1

      Did you find any solution ?

    • @therobotandjj
      @therobotandjj Год назад

      I'm getting this too. I think it's an update. I've not found another video that says how to merge without getting this error.