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G
guscor
February 12, 2023
Question

Can you merge transactions

  • February 12, 2023
  • 1 reply
  • 1 view
Why isn't there a merge transaction button? Wave Accounting has one.
For example a manually entered expense w a receipt uploaded is not matched to a bank transaction (lacking useful AI). Now you have to download the receipt from the manual transaction and delete that transaction, then upload the receipt to the bank transaction.  
HOW ABOUT A MERGE BUTTON!!???

1 reply

L
lin_jcaj
Level 9
February 12, 2023

I can see how beneficial it is to have the merge button, guscor. I'm here to give brief information about the merging feature in QuickBooks Online.

 

You can only merge duplicate accounts, customers, and vendors. You'll want to submit this feedback to our developers to let them know what options you'll need to improve the product and QB experience. 

 

Here's how:

 

  1. Select the Gear icon at the top, then Feedback.
  2. Enter your comments or product suggestions. Then select Next to submit feedback.

 

Your suggestion is directly given to our engineers since they will be reviewing this first before applying it in the next future updates.

 

I'm adding this article for reference and a guide: Merge duplicate accounts, customers, and vendors.

 

Should you need more assistance with merging concerns, please add them in the comment section below. I'll be happy to lend a hand.

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