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Merging accounts

Hi Team - 

 

I have a total of 83 different accounts and currently I log in to each of them to see the totals and it is a pain in the butt !  looking for a way to merge them all under 1 umbrella - 1 log in, then different sub accounts so that the deposits stay separated for accounting. Any thoughts on this?

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Hello @RandS thanks for your post. Wow, that's a lot of accounts. Not sure if this works for you, but I'd explore setting up different "locations". The deposit may still come under one though. I'm not sure if you work with a tax and accounting professional, but with that many accounts I would think they would have some advice for you about streamlining your operations.

 

You can see this help article about setting up locations. I hope this might help answer your question.

Charlie
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