Chart of Accounts: Combining two accounts

Combine two accounts of the same type into a single account if you want to see those accounts represented by a single line in your reports.

To combine two accounts:

  1. Choose Lists > Chart of Accounts.
  2. Make sure that the accounts you want to merge are at the same hierarchical level. How do I move an account?
  3. Select the account whose name you DON'T want to use for the merged account.
  4. Choose Edit at the bottom of the Chart of Accounts.
    Edit
  5. Change the account name so that it is the same as the account you're merging it with.
  6. Click OK.
  7. When prompted to merge the selected accounts, click Yes.
  8. Click Merge Accounts to confirm that you want to merge the two accounts.