diff --git a/docs/articles/expensify-classic/settings/account-settings/Merge-accounts.md b/docs/articles/expensify-classic/settings/account-settings/Merge-accounts.md new file mode 100644 index 000000000000..b2e3b0cdf55b --- /dev/null +++ b/docs/articles/expensify-classic/settings/account-settings/Merge-accounts.md @@ -0,0 +1,30 @@ +--- +title: Merge accounts +description: Merge two Expensify accounts into one +--- +
+ +If you have two Expensify accounts (for example, a personal account and a separate account for your company), you can combine the two accounts by merging them. Once merged, all receipts, expenses, expense reports, invoices, bills, imported cards, secondary logins, co-pilots, and group workspace settings from both accounts will be combined into one account. + +{% include info.html %} +Merging two accounts is a permanent action that cannot be reversed. To merge a company and personal account, you must sign in to your company account and merge your personal account with it. You cannot merge a company account into a personal account, nor can you merge two different company accounts together if they are private domains. +{% include end-info.html %} + +*Note: This process is currently not available from the mobile app and must be completed from the Expensify website.* + +1. Log in to Expensify using the account you want to keep as the primary. +2. Hover over Settings and click **Account**. +3. Under Account Details, scroll down to the Merge Accounts section. +4. Enter the email address or phone number associated with the account that you want to merge into this account. +5. Select the “Yes, I understand this is not reversible” checkbox to agree. +6. Click **Merge Accounts**. +7. Check your email for the magic code sent from Expensify and copy the code. +8. Paste the code into the field and click **Merge**. + +# FAQ + +**What information merges into my new account?** + +All receipts, expenses, expense reports, invoices, bills, imported cards, secondary logins, co-pilots, and group workspace settings will be merged into your new account. + +