Merge accounts

It's helpful to merge accounts if you use two similar accounts and want to see those accounts represented by a single line in your reports.

Important: Merging accounts is irreversible.

To merge accounts:

1. Click the Gear icon > Chart of Accounts.

   Make sure that the accounts you want to merge are at the same sub-level and have the same detail type. If they're not, edit one of the accounts to put it at the same level and give it the same detail type as the other.

2. Select the account whose name you don't want to use, and click its drop-down arrow under the Action column.
3. Select Edit.
4. Change the account name so that it is the same as the account with which you're merging.
5. Click Save.
6. Click Yes to confirm that you want to merge the two accounts.

See also

Delete an account