Year end update for Quicken 2015 require a separate account ID for each Quicken data file. Video shows how to apply new ID to regain access to data file.
First, I want to say that you need to be absolutely sure that both accounts are for the same bank account before making the merge. Once merged, it cannot be un-merged! Also, if you are using a desktop edition of QuickBooks, do make a backup before proceeding with this merger. It is good practice to make a backup copy before doing anything major in your QuickBooks company file.
![Merge Merge](/uploads/1/2/4/6/124618320/388144457.jpg)
- How do I merge 2 chequing accounts on Quicken 2010? Account #1 has data from to 8/1/2010. Account #2 has data from 6/1/2010 to 9/1 2010. The data from 6/1/2010 to 8/1/2010 is identical in the 2 accounts.
- QXF (Quicken Transfer Format) is a file format used to share data between Quicken products. It is the preferred way to move and merge account data between versions of Quicken. Quicken Starter users: Starter cannot import or export QXF files. If you are converting from Quicken for Mac to Quicken for Windows: We recommend starting a new file.
How to Merge Two Bank Accounts in QuickBooks
First you’ll want to go to the Chart ofAccounts and select the bank account that you want to be gone. Next, edit this account and make the spelling of the name be the exact as the one you are keeping. (A pop up box will open with a message “This name is already being used. Would you like to merge them?”) Answer Yes then Merge Accounts if asked, and your bank accounts will be merged.
Quicken Balance Doesn't Match Bank
- Go to List and select Chart of Accounts
- Select the bank account you do not want to keep, and click Edit at bottom left.
- Type the name of the Account you are keeping, the exact way it is on the one you are keeping, and click Ok.
- You will now be asked to confirm if you really want to go ahead with the merge. Answer Yes then Merge Accounts if asked, and your accounts will be merged.
Quicken 2017 Merge Two Accounts
Note: This is the same method used to merge other chart of accounts, vendors, or customers.