Scenario: Procedure to carry out merge accounts
Solution:
- Go to Setup > Accounting > Manage G/L > Chart of Accounts.
- Note Your user role must have both ADMI_ACCOUNTING and LIST_ACCOUNT permissions to access Setup > Accounting > Manage G/L > Chart of Accounts.
- Click the Edit link to the left of the account you want to merge into another account.
- On the Account page, from the Actions list, select Merge.
- On the Merge Accounts page, select the account into which you want to merge this account.
- Click Save.
- At the prompt to confirm the merge, click OK.
The chart of accounts displays the combined accounts.
The information and transactions for this account are combined with those of the account into which you merged. In the example above, the transactions for petty cash now appear on reports as cash-on-hand transactions.
Note: You can merge one account into another if they are the same account type and the account you want to merge has no attached subaccounts. You can combine an account with a parent account or with a subaccount. You cannot merge summary accounts.