If you use the CSV Import feature or manually enter transactions, you’re likely using Manually Tracked Accounts. You may have used them to import historical data, track a bank that wasn’t previously supported, etc. When you link a bank and also track it as a Manually Tracked Account, you end up with two separate accounts in the Chart of Accounts. Since these accounts are actually the same account, you can merge them to streamline your accounting and ensure your General Ledger, Chart of Accounts, and Balance Sheet are accurate.
You are also able to merge a previously linked Plaid account and a currently linked Plaid account together, if needed by following the same steps. In addition, you can merge duplicate accounts for multiple accounts at once to prevent duplicate transactions.
To link two GL accounts together
On the web app, click the gear icon in the top right corner
Select ‘Banks & Integrations’
Next to the bank you wish to merge accounts into, hover over the Actions drop-down arrow
Select ‘Merge Accounts’
You can also click on the small gear icon next to a specific bank to find the Merge Accounts field.
Select the accounts that you wish to merge into a specific linked account
Click 'Done'
You will receive a pop-up confirming that you want to merge the selected accounts, click ‘Continue’ to proceed with the merge
Once you merge bank accounts or credit cards, it cannot be undone.
Once merged, the transactions will be reflected under the linked account into which they were merged in the Transaction Dashboard, General Ledger, Chart of Accounts, Balance Sheet, etc. Additionally, the Manually Tracked Account will be automatically archived (with the option to restore it later if needed).