Merge accounts

Items marked with an asterisk (*) are available in Microsoft Office Accounting Professional 2008 only.

If you find that you have duplicate records or accounts, for example, if you have set up two financial accounts for the same purpose, you can merge them. You can combine two active records of the same type, for example, customer, vendor, item, and financial account. You cannot merge bank or credit card accounts.

After you merge two records, you cannot separate them. If you plan to merge a large number of accounts, you may want to back up your company data before you begin.

Accounts that cannot be merged

  • You cannot merge a parent account into one of its subaccounts.

  • To merge an account with an account at a lower level, the account being merged cannot have a subaccount. For example, you could merge a parent account Travel with a subaccount of the parent account Entertainment only if the parent account Travel doesn't have subaccounts.

Merge accounts

  1. On the Company menu, point to Merge Accounts, and then click one of the following:

  2. In the Merge dialog box, click the arrow next to Merge from and select a record to merge.

    Note: This record will be deleted after it is incorporated into another record.

  3. Click the arrow next to Merge into and select a record to merge into.

  4. Click OK.

    *When Microsoft Office Accounting 2008 is set up to use foreign currency, you can merge accounts only when they use the same currency.

    For more information about using foreign currency in Accounting 2008, see Use foreign currency.

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