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Good day, 

I am wondering if there is a way to merge similar accounts in the COA?  I thought the 'merge' function would work but I understand that this may be a function of merging accounts between companies.

In a previous online world, if I renamed the one I wanted to included to the name of the original, it would ask me if I wanted to merge them...tried that here to no avail.

Hoping someone can help.

Thanks!

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Best Answer

Hi,

In Odoo, merging similar accounts in the Chart of Accounts (COA) isn't directly supported through a built-in "merge" button like it is for contacts or products. Renaming one account to match another doesn't trigger a merge either — unlike some older Odoo behaviors or other systems. This is likely because merging accounts in the COA can have serious accounting implications, especially if those accounts are already in use in journal entries, invoices, or reports. If you still want to consolidate accounts, the recommended approach is to manually reassign related entries (e.g., journal items, invoices) from one account to the other, and then archive the unused one to prevent further use. You can do this through batch SQL updates or server actions, but it's best to involve an accountant and test everything in a staging environment first to avoid corrupting financial data.


Hope it helps.

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