How to Merge Accounts In ERPNext

If you want to consolidate balances from two or more accounts into a single account in ERPNext, you can use the Merge Account feature. Follow the steps below:

Step 1:

Go to Accounting > Chart of Accounts (search for "Account List" in the "Global Search Bar") and open the account you want to merge into another account.

Step 2:

Click on Actions and select Merge Account.

Step 3:

In the Merge with Existing Account field, enter the name of the account you want to retain after the merge and click "Merge" to complete the process.

Notes:

1. Accounts can only be merged if the following properties are the same in both accounts: Is Group, Root Type, Company, Account Currency
2. This action is permanent and cannot be undone. Please ensure you are merging into the correct account before proceeding.