April 2021 – QuickBooks Tip

Merge Similar Accounts


Occasionally in QuickBooks similar or redundant accounts are created in error.

The best option to solving this issue and allowing you to manage your accounts properly up your is to merge accounts.

Merging is also available for employees as outlined below.

Steps to merge accounts


Step 1: Choose two accounts for merging. First, choose one account name and then move to another account for merging.

Step 2: Then right-click and then paste and the name of the account you want all to be merged into.

Step 3: Click Save. After that QuickBooks will ask if you want to merge the accounts. Click on Yes.

Steps to merge employees


  1. On the left menu, choose Employees, then Click Edit.
  2. Change the First name and Last name field to exactly match the employee you wish to keep.
  3. Change the Display Name to match the name you just entered.
  4. Click Save.
  5. Click Yes to confirm that you want to merger the two employees

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