Merge Core Accounts

If you have any core accounts that are duplicates or serve the same purpose, particularly if you moved core accounts from your previous software to Realm, merge them into one account. The account you keep won't gain any super powers from the ones merged into it, but having only one will help keep your chart of accounts neat.

You must have accounting administrator permissions to perform this task.
  1. In the top-left corner, click your ministry hub then Accounting. Then click Ledger Setup > Chart of Accounts.
  2. Click Merge Accounts.
  3. Select the account you want to keep.
  4. Select the accounts you want to merge into the account you keep, then click Merge Accounts.
  5. A review of the accounts you want to merge displays. To confirm, click Merge Accounts one last time.