Merging General Ledger Accounts

Merging General Ledger Accounts

Merging General Ledger (GL) accounts means combining two or more accounts into one to simplify your chart of accounts and consolidate financial data. It’s typically done when:

•You’ve accidentally created duplicate accounts

•You’re restructuring your accounting system

•You want cleaner reporting and fewer categories

What Happens When You Merge

•Balances are combined: The total amounts from both accounts are added together.

•Transaction history is preserved: Past entries from the merged account are moved to the surviving account.

•One account remains active: The other can be deleted. Go to: Ledger > Account Setup and delete the account.