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December 30, 2020
Question

How do I add a new bank account and merge transactions before the old account closes. the new account is with a different bank?

  • December 30, 2020
  • 1 reply
  • 2 views
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1 reply

RenjolynC
Level 9
December 30, 2020

I hope you're dong fine today, liz72.

 

I'll help you add the new account and provide details about merging them. For adding the new account, you can follow these few easy steps:

 

  1. Go to Accounting > Chart of Accounts.
  2. Click the New button and add the new account details.
  3. Select Save and Close.

Please see this sample screenshot for a visual reference:

 

 

Once added, you can merge it to the other account. Important: Merging accounts is permanent. You can't undo this later on. QuickBooks uses some accounts as the default for certain features. These, like accounts connected to online banking, can't be merged or deleted.

 

Here's an article with instructions on how you can merge the accounts: Merge duplicate accounts, customers, and suppliers in QuickBooks Online.

 

You can also browse the other articles here if you need guides and tutorials for the other features in QuickBooks Online.

 

I'm always here to lend a helping hand. Please don't hesitate to reach out to me. Take care and stay safe.