About This Video
I’ve never been a fan of QuickBooks because it’s designed for non-accountants, which means it’s messy from the start of its setup. And that means lots of clean-up once an owner realizes how critical accounting numbers are for reporting, planning, and analysis.
In this video, I quickly show how to merge two GL accounts in the online version of QuickBooks. I’ve lost track of how many times I’ve reviewed this with accountants, so this serves as a good reference if a refresher is needed.
Two key points follow:
- Make the account details match before the merge
- Don’t forget to hit save a second time
