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September 17, 2026
Question

merge 2 bank accounts due to syncing not working?

  • September 17, 2026
  • 1 reply
  • 0 views
client had to remove initial bank accounts and then readd them, when readded, it came in with a different bank name, want to know how i can merge them as I've already reconciled etc for the last 5 months

1 reply

QuickBooks Team
September 17, 2026

To merge two accounts, you can edit the duplicate account so its Account Name, Account Type, and Detail Type matches the account you want to keep. Make sure to save your reconciliation reports first, as this action is permanent.

Here’s how:  
 

  1. Go to the Gear icon and select Chart of accounts.  
  2. Locate the account you want to keep and note its exact details.
  3. Go back to Chart of accounts and find the duplicate account.
  4. Click Edit in the Action column to exactly match the account you want to keep, and click Save.
  5. Select Save, then click Yes, merge accounts.


Please know that if both accounts have an opening balance entry, delete the more recent one before merging to avoid a duplicate opening balance.

 

Don’t hesitate to add a comment below if you have follow-up questions.