Combining accounts

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Combining accounts

You can only combine accounts that are:

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local currency accounts

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accounts of the same account type (for example, asset and expense accounts cannot be combined) and

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detail accounts.

You cannot combine:

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header accounts

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accounts that are linked to other accounts.

When accounts are combined, the non-transaction account information for the primary account—such as account name, description, and bank details (for banking accounts)—is retained as the default information for the combined account. The transaction details and opening balance of the secondary account are added to the primary account. Non-transaction information for the secondary account is deleted.

note : Budgets and job budgets not combined

Budgets and job budgets for the secondary account are not added to the budgets and job budgets of the primary account. You will have to revise the budgets and job budgets of the primary account after combining them.

To combine two accounts

1

Go to the Accounts command center and click Accounts List. The Accounts List window appears.

2

Select the primary account. This is the account that the secondary account’s transaction history and opening balance will be transferred to.

3

Click Combine Accounts. The Combine Accounts window appears.

The primary account appears under the Primary - Move all transactions to list. If necessary, you can choose another primary account from the list.

4

Select the secondary account from the Secondary - Remove all transactions from list.

caution : The next action cannot be undone

Before continuing, check that you’ve selected the correct accounts to be combined. If you combine the wrong accounts, you will have to restore from a backup and re-enter transactions posted to the accounts since the backup.

5

Click Combine Accounts.

6

When the next window appears, click OK to confirm you want to combine the two accounts.

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Combining records

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Combining cards

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Combining items

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Deleting a record

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