Combining accounts

For a variety of reasons, you may have two separate accounts that would better be treated as one. For example, you may wish to consolidate expense accounts for you local and long distance telephone service. Using the Combine Accounts window, you can 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.

Restrictions

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.

Additional results

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.

Information that won't combine

There are also a few references to the secondary account that won't migrate to the primary account and are no longer available: bank information, budgets, jobs budget and secondary account information. You may make manual adjustments after the accounts are combined.

Conflict warnings

If the Classification for Statement of Cash Flows or the Default Tax Code are not the same for both the Primary and Secondary accounts, you will receive a warning of the difference. If you choose to continue with the process, the primary account's selection for the information will be retained.

Step by step

To combine two accounts