How do I Merge Accounts in QuickBooks

How do I Merge Accounts in QuickBooks?

1 Lesson / 3 minutes / FREE

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Over the year, you may have wished you had set up your chart of accounts differently. One mistake many people make is to set up too many account numbers. Another mistake is to not group accounts to consolidate information for governing board. Look at the reports you are giving to the executive director, pastor, or governing board and listen to the questions they have been asking.

This video shows how to easily merge accounts in the QuickBooks accounting program to keep the historical data, but still allow more streamlined reporting.

From Lisa London, The Author of Using QuickBooks for Nonprofit Organizations, Associations & Clubs.

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