1. Open Chart of Accounts

By clicking on the 'Company' tab the first option that will be given is 'Charts of Accounts' 

2. Chose The Financial Category

Click on the Financial Category  you would like to merge the two accounts from.  

3. Edit Account Name

Edit the account by clicking on the orange pencil icon to the left of the account name. Match the name of the account to the account you would like to merge to, then press update.

4. Merge

After editing accounts to the same account name their will be a pop-up alert asking if you would like to merge the accounts, click 'Yes'.


After completing these steps your accounts will merge together into one account.

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