Merge General Ledger Accounts
You can merge accounts if the account type is the same.
For checking accounts, you can only choose to merge accounts within the same bank.
You must make a backup before you can merge accounts.
- Under Manage Records, click the Chart of Accounts tab.
- In the drop-down list, select Add/Edit Chart of Accounts and click Go
.
- Select Merge Accounts.
- Under Merge Account To, click Select to choose the merge account.
- Under Select Accounts to Merge, click Select to choose the accounts to be merged.
- If you want to merge budget information, select Merge Budgets.
- Click OK.