How to Merge Accounts in COUNT (Chart of Accounts)

Why Merge Accounts?

Sometimes duplicate accounts are created by mistake, or you may want to simplify your accounting structure by combining accounts. The Merge Account feature allows you to move all transactions from one account (Source Account) into another (Target Account).

This helps you:

Eliminate duplicates.
Keep reporting accurate and consistent.
Maintain a cleaner Chart of Accounts.

Go to the Chart of Accounts

From the left-hand navigation panel, select: Accounting → Chart of Accounts

You will now see your list of accounts organized under categories (Assets, Liabilities, Equity, Income, Expenses).

Open the Merge Account Window

Click the Merge Account button at the top right of the Chart of Accounts. A pop-up will appear where you can:
Select the Source Account (the account you want to remove).
Select the Target Account (the account you want to keep).
Decide whether to toggle Include Reconcile Periods.
Click Next.

Preview Transactions

You’ll be taken to the Preview Items page, where you can review which transactions will move from the Source to the Target account.

The preview includes:

Transactions
Journal Entries
Bill Line Items
Products & Services
Completed Reconciliations
And more.

Confirm the Merge

If everything looks correct in the preview:

Click Merge to finalize.
The Source Account will be permanently deleted.

All balances and transactions will now appear in the Target Account.

Pro Tip: Always double-check that you’ve chosen the correct accounts before confirming, review reconciliations after merging to ensure balances match, If accounts have different settings (tax codes, account type, description), the Target Account’s settings will take precedence and keep an internal record (date, user, reason) for audit purposes.

Updated on: 24/10/2025

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