The Combine Accounts window allows you to choose two accounts that should be treated as one and combine them. You identify the primary of the two accounts, bring all the secondary account's transactions into the primary's history, and delete the secondary account.

Warning!
This action cannot be reversed; if you remove the wrong account, you will have to restore your most recent backup and enter any transactions that occurred after the backup was made.

You can combine two accounts only if:

• Both accounts are detail accounts, not header accounts.

• Both accounts have the same account type.

• The primary account is not an inactive account.

• The secondary account is not one of the linked accounts that is selected in the Setup menu's Linked Accounts windows (Accounts & Banking, Sales, Purchases, Payroll).

• Both accounts use the local currency.

Besides merging the transaction histories of the two accounts, there are additional results when you combine accounts:

• The opening balance of the primary account has the secondary account's opening balance added to it.

• The primary account replaces the secondary account in all recurring transactions that involved the secondary account.

• The primary account replaces the secondary account in all purged transactions that involved the secondary account.

• The primary account replaces the secondary account as the Default Income Account for sales or Default Expense Account for purchases if the secondary account had been either one.

• Amounts in any linked job or category history records that were linked to the secondary account link to the primary account.

There are also a few references to the secondary account that won't migrate to the primary account and are lost: bank information, budgets, jobs budget and secondary account information.

• To find the Combine Accounts window
• To combine two accounts