We moved!
Help articles have been migrated to the new Help and Support. You can find help for your products and accounts, discover FAQs, explore training, and contact us!
Accounting CS enables you to merge multiple accounts at the same time in the Setup > Chart of Accounts or Actions > Enter Trial Balance screens .
Notes
- You cannot merge GL accounts that are associated with a bank account; therefore, the grid does not include any accounts that are associated with a bank account.
- The application updates only those accounts for which an account is selected in the Merge Into column. If you have applied a filter, the grid may not display all available accounts.
- You can use the Search and Filter fields at the top of the dialog to find specific accounts and to narrow the list of accounts displayed in the grid. For more information, see Searching and filtering data.
- When you merge accounts, all balances for all periods are merged, not just the balances for the current period.
- To delete a core account, you must also delete its associated segmented accounts.
Follow these steps to merge one or more accounts.
- Choose Setup > Chart of Accounts or Actions > Enter Trial Balance .
- Choose Edit > Edit Multiple Accounts.
- In the Edit Multiple Accounts dialog, select Merge Accounts from the Information to edit field, and then click Enter.
- In the Identification section of the Merge Account Numbers dialog, choose the method to use for merging accounts.
Merge selected accounts into existing accounts. Choose this option to merge data from accounts in the grid into other existing accounts. Show me.
Merge all accounts associated with a segment code into another segment code. Choose this option to merge data from accounts that use a specific segment code into accounts that use a different segment code. Show me.
- Click Enter to have the application merge the accounts.
- Click Done to close the Merge Account Numbers dialog.
- Close the Edit Multiple Accounts dialog.
Was this article helpful?
Thank you for the feedback!