What is required to merge two accounts in QuickBooks Online?

To successfully merge two accounts in QuickBooks Online, both accounts must be inactive. When accounts are marked as inactive, it allows for a clean merge without affecting the current transactions or open balances. The merging process essentially combines the data from one account into another, and this process works correctly only when one of the accounts is set to inactive.

Active accounts cannot be merged because it might lead to confusion or data integrity issues within the accounting records. This is particularly important when maintaining accurate financial records and ensuring that all accounts reflect the correct current data.

Merging accounts also involves combining transactions and details, and having both accounts be inactive eliminates the risk of impacting ongoing activities. Therefore, ensuring both accounts are inactive before merging not only aligns with QuickBooks' protocols but also safeguards the integrity of your financial data.