How do I merge multiple duplicate bank accounts?

Hi tkmets!

Good evening! I'll be happy to help you with your duplicate bank accounts.

I assume both accounts have different transactions that's why you want to merge them instead of just removing the duplicate account. Therefore, we'll go through combining their transactions in one account.

The option to combine bank accounts is not available in QuickBooks Self-Employed. What you can do is export your list of transactions from account A to Excel, and import them into account B. Then, make sure they are categorised correctly, and you can delete account A afterward to remove the transactions in it.

Download transactions from account A to Excel:

1. Go to Transactions.
2. Set the Type filter to All.
3. In the Account filter, choose the account (account A) you want to combine with the other.
4. Set the Date filter to All and tag filter to (0).
5. Click the Download icon. I recommend exporting account B's transactions to Excel, as well, for backup purposes.
   

Import transactions into account B:

1. Click the Gear icon.
2. Select Imports.
3. Click Import transactions on the other account (account B).

Delete a bank account:

1. Click the Gear icon.
2. Choose Bank Accounts.
3. Toggle the account that you want to remove to OFF. It is important that you only toggle that the account you want to remove because deleting an account will remove all the transactions. This is also why I recommended to also export the transactions from account B to Excel to backup your data in case there is a mistake.

You may navigate through the QBSE Test Account first before touching your actual account. Its transactions are in USD, but it has the same interface with UK accounts.

Please don't hesitate to go back to this thread if you need more help. I'll be more than happy to assist you again. Take care!