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NetSuite Admin Tip: Chart of Accounts | Guide in Merging Accounts

edited Aug 31, 2022 5:32PM in NetSuite Admin Corner

1.      Accounts should both be Active

Scenario:

Merge 001 ABC Bank - Checking (Active) to 002 ABC Bank - Savings (Inactive).

As you can see, on the Merge Accounts page, the inactive account is not on the Merge Into dropdown list.

If you view the Account Record for the inactive account record, you also will not be able to see the Merge button under Actions.


2.      An account with sub-account/s can be merged with another. However, if it is a bank/credit account make sure you take note of the warning message before proceeding

Scenario:

Merge 003 ABC Bank – Operating to 004 Brex Bank - Operating

Refer a Member | Answer Accepter

Micah Timbol | Basic and Advanced Accounting Guru


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