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How to Merge Accounts in the Chart of Accounts in Zoho Books Tutorial

We've changed our name and rebranded! Check out the updated video here::    • How to Merge Accounts in Zoho Books: A Ste...  

I’m Stephanie Smith, your friendly Zoho finance partner at New Light Financial Solutions. In today’s video, I'm going to show you how to merge two accounts in your chart of accounts in Zoho Books.

What You’ll Learn:
Why you might want to merge accounts (like consolidating software and subscription expenses).
The step-by-step process to transfer transactions from one account to another.
How to clean up your chart of accounts for better financial clarity.
Tips for managing your accounts effectively to avoid duplication.

Looking for more?
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