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Chart of Accounts: Ability to merge accounts

I would like to be able to merge accounts (of the same type, ie expenses) to one account when there was two or more of the same account created.

Example: Say you've converted from another accounting system, and there were sub-accounts that are all the same account - that you want to merge into one account. To be able to merge the accounts - without doing a Find and recode.

Or, the client opened another expense account for something, and one already existed... to be able to merge the two would be a quicker solution instead of find and recode.

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Nikolene Suter shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, while we appreciate the interest in this idea we want to be upfront that there are no plans for adding the ability to merge accounts within the Chart of Accounts right now.

Though noted in the original idea here I wanted to confirm that currently if you have the advisor role in the organisation there is the Find & Recode feature that with careful use could enable you to find and recode all transactions from one account to another so you can move all the transactions into one account before archiving or deleting the accounts you don't need.

Alternatively, while it won't suit all use cases in relation to reporting - In financial reports, where you have multiple related accounts you could edit the layout to group these accounts.

We'll continue to gauge the interest in this idea, and if there is any change we'll share with you all through the idea, here.

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  • Etienne Groenewald commented  ·   ·  Report

    I would really benefit from being able to merge the duplicated chart of accounts

  • Candice O'Connor commented  ·   ·  Report

    I agree - I was just looking at how to do this and seen your post about it. Hopefully they add this feature

  • Nicole Holden commented  ·   ·  Report

    Yes, same as you can merge supplier cards you should be able to merge expense accounts

  • Peter .Low commented  ·   ·  Report

    please advise how to merge 2 expense accounts ( US$ bank service fee and SGD bank service fee)

  • Freya Pieroz commented  ·   ·  Report

    Thanks to different accountants having particular preferences with regards to the names of accounts and their usage, some of my clients now have up to five accounts in the chart of accounts that relate to company income tax - I'd really love to merge the old into the new instead of having to unlock the old data to recode it all into the same account.

  • Nikolene Suter commented  ·   ·  Report

    To be able to merge same name and type accounts in the chart of accounts. Sometimes when we convert from other accounting programmes - there are numerous accounts that are the same type (i.e., expense) and also the same item (i.e., motor vehicle expenses and/or motor vehicle repairs) To be able to merge this same type of accounts to simplify the chart of accounts and eventually the final P&L or TB or Balance sheet reports.