Merge pull request Expensify#63336 from Expensify/twisterdotcom-merge-classic-accounts

Author: twisterdotcom

docs/articles/expensify-classic/settings/Merge-Accounts.md

@@ -1,46 +1,56 @@
 ---
 title: Merge Accounts
-description: Learn how to merge two Expensify accounts together.
-keywords: [Expensify Classic, merge accounts]
+description: Learn how to merge two Expensify accounts into one and keep all your data in a single login.
+keywords: [Expensify Classic, merge accounts, combine logins, consolidate email addresses, multiple accounts]
 ---
 <div id="expensify-classic" markdown="1">
-  
-If you have multiple Expensify accounts—such as a personal and a company account—you can merge them into one. This process consolidates all receipts, expenses, reports, invoices, bills, imported cards, contact methods, Copilots, and group workspace settings into a single account.
 
-**Important:** Merging accounts is **permanent** and **cannot be undone**.
+If you have more than one Expensify account—like a personal and a company account—you can merge them. This brings all your reports, receipts, settings, and data into one place.
 
-- To merge a company and personal account, log in to your **company account** and merge your **personal account** into it.
-- You **cannot** merge a company account into a personal account.
-- You **cannot** merge two company accounts if they belong to private domains.
+**Important:** Merging accounts is permanent and cannot be undone.
 
-**Note:** This process must be completed from the Expensify website and is not available in the mobile app.
+---
+
+## Before You Start
+
+Make sure you know:
+- Which email address you want to keep as your login going forward.
+- Which email address you want to discard and merge in.
+
+> **You must log into the account you want to keep** and merge the one you no longer need into it.
 
 ---
 
-# Merge Accounts
+## How to Merge Accounts
 
-1. Log in to the **account you want to keep** as your primary Expensify account.
-2. Hover over **Settings** and click **Account**.
-3. Under **Profile** scroll down to the **Merge Accounts** section.
-4. Enter the **email address or phone number** associated with the account you want to merge.
-5. Select the **“Yes, I understand this is not reversible”** checkbox.
+1. Log in at [expensify.com](https://www.expensify.com) using the **email you want to keep**.
+2. Go to **Settings > Account > Profile**.
+3. Scroll down to the **Merge Accounts** section.
+4. Enter the email address or phone number of the account you want to merge.
+5. Confirm the action by checking **“Yes, I understand this is not reversible.”**
 6. Click **Merge Accounts**.
-7. Check your email for the **Magic Code** sent from Expensify.
-8. Copy and paste the code into the field, then click **Merge**.
+7. Check the inbox of the email you're merging in for a Magic Code.
+8. Enter the Magic Code to complete the merge.
 
 ---
 
 # FAQ
 
-## What happens to my data when I merge accounts?
+## What Happens When You Merge?
 
-All the following will be transferred to your primary account:
+The following will be brought into your primary account:
 - Receipts and expenses
 - Expense reports
 - Invoices and bills
 - Imported cards
-- Saved Contact Methods
+- Contact methods
 - Copilots
 - Group workspace settings
 
+## When can I not merge accounts?
+
+- You **cannot** merge two company accounts from private domains.
+- You **cannot** merge a company account **into** a personal account.
+- Merging is only available on the web (not the mobile app).
+
 </div>