Can I merge an account without affecting prior years historical figures?

QuickBooks Help QuestionsCan I merge an account without affecting prior years historical figures?
David asked 3 years ago

I like to merge an account starting this fiscal year but don’t want to merge historical transactions. Is it possible to just as of date?

admin Staff replied 3 years ago

Sorry, you can’t do that. It will merge all historical transactions as well. If you want you can write a Journal Entry to reclassify the transactions to a different account. But it will not have all the account transactions detail data from the previous account.



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