QB Issue Resolution:
I can provide clarification on merging accounts in QuickBooks Online.
In my opinion, you did the right thing setting them up as separate accounts since they were originally different entities. However, now that they are combined, the steps below will guide you through the process on how to merge them in QuickBooks:
How to merge accounts
- Select Accounting in the left navigation menu.
- Find the Local Bank, then from the View register drop-down menu, choose Edit.
- In the Account window, make sure the Account Type, Detail Type, and Name are the same as the Regional Bank.
- Click Save and Close.
- You’ll be asked to confirm if you want to merge the accounts, just select Yes.
All of this information and more is also available in our guide on how to merge accounts, customers, and vendors.
Resolution for Issue 'My local bank merged to a regional bank. should i not have created a separate account? if i did how do i merge them?' available: Yes (Solved).
Source: Intuit Community forum.
My local bank merged to a regional bank. should i not have created a separate account? if i did how do i merge them?: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.Support for bank merged to a regional bank
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