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To merge duplicate clients: Sign in to QuickBooks Online Accountant as an admin. Select the Gear icon and then Merge duplicate clients. Select Get started. Select the checkbox for each Target client you want to merge and keep.
Merging accounts enables you to combine all the information and transactions from one account into another. Important: Merging bank and credit card accounts automatically un-reconciles the reconciled transactions in the Merge From account.
Accounts receivable and accounts payable cannot be merged or inactivated. Income and expense accounts cannot be merged.
Record a new transfer Select + New. Select Transfer. From the Transfer Funds From dropdown list, select the bank account that the money is coming from. From the Transfer Funds To dropdown list, select the bank account that the money is going to. In the Transfer Amount field, enter the amount being transferred.
You can combine bank accounts by following these steps: Choose a bank. Open a new account or combine existing ones. Move direct deposits and recurring payments to the joint account. Decide whether to close unused accounts. Close the old bank account.
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People also ask

Certain accounts have restrictions around merging and inactivating within QuickBooks Online: Bank accounts cannot be merged or made inactive if they have any transactions. Accounts receivable and accounts payable cannot be merged or inactivated. Income and expense accounts cannot be merged.
QuickBooks Online allows merging of accounts only within the same category. Among the options, Bank and Credit Card (C) is the correct pair that can be merged. Other pairs, such as Asset and Liability or Income and Expense, cannot be merged due to their different accounting functions.
Merge accounts in QuickBooks Online in just one minute! From the main dashboard, go to your chart of accounts, find the accounts you wish to merge together, then rename one of the accounts with the same name as the other account you wish to merge together, and youre good to go!

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