Kolleno Solutions
Kolleno Payments
🚨 Problem: Need to merge accounts in NetSuite? 🚨
This tutorial will guide you step-by-step on how to merge accounts in NetSuite to keep your financial records accurate and consolidated! 📊✨
Step-by-Step Guide 📋💡
- Navigate to Chart of Accounts
- Go to Lists > Accounting > Accounts. 🔧📈
- Choose the Account to Merge
- Select the account you want to merge and click the Edit button. ✏️🖱️
- Initiate the Merge
- From the Actions dropdown menu, choose Merge. 🔄⚙️
- Select the Target Account
- On the merge page, select the account into which you want to merge.
- This is in the Merge Into dropdown.
- Only similar account types will appear in the dropdown. 📋🆔
- Save and Confirm
- Once you’re ready, click Save.
- You’ll be prompted to confirm the merge, so click OK to proceed. 💾✅
- Important Considerations ⚠️
- Reconciliation: Merging bank or credit card accounts automatically unreconciles the transactions in the source account. Make sure to reconcile them afterward. 💳🔄
- Account Restrictions: You cannot merge summary accounts or specific account types like Accounts Payable, Accounts Receivable, Inventory Asset, etc. 🚫📑
🎉 Congratulations! You’ve successfully merged accounts in NetSuite! 🎉
If you found this tutorial helpful, please subscribe to this channel for more tips and tutorials. Visit www.KOLLENO.com for more tools to enhance your accounting processes! 🎥✨
