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1 | 1 | --- |
2 | 2 | title: Merge Accounts |
3 | | -description: Learn how to merge two Expensify accounts together. |
4 | | -keywords: [Expensify Classic, merge accounts] |
| 3 | +description: Learn how to merge two Expensify accounts into one and keep all your data in a single login. |
| 4 | +keywords: [Expensify Classic, merge accounts, combine logins, consolidate email addresses, multiple accounts] |
5 | 5 | --- |
6 | 6 | <div id="expensify-classic" markdown="1"> |
7 | | - |
8 | | -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. |
9 | 7 |
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10 | | -**Important:** Merging accounts is **permanent** and **cannot be undone**. |
| 8 | +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. |
11 | 9 |
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12 | | -- To merge a company and personal account, log in to your **company account** and merge your **personal account** into it. |
13 | | -- You **cannot** merge a company account into a personal account. |
14 | | -- You **cannot** merge two company accounts if they belong to private domains. |
| 10 | +**Important:** Merging accounts is permanent and cannot be undone. |
15 | 11 |
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16 | | -**Note:** This process must be completed from the Expensify website and is not available in the mobile app. |
| 12 | +--- |
| 13 | + |
| 14 | +## Before You Start |
| 15 | + |
| 16 | +Make sure you know: |
| 17 | +- Which email address you want to keep as your login going forward. |
| 18 | +- Which email address you want to discard and merge in. |
| 19 | + |
| 20 | +> **You must log into the account you want to keep** and merge the one you no longer need into it. |
17 | 21 |
|
18 | 22 | --- |
19 | 23 |
|
20 | | -# Merge Accounts |
| 24 | +## How to Merge Accounts |
21 | 25 |
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22 | | -1. Log in to the **account you want to keep** as your primary Expensify account. |
23 | | -2. Hover over **Settings** and click **Account**. |
24 | | -3. Under **Profile** scroll down to the **Merge Accounts** section. |
25 | | -4. Enter the **email address or phone number** associated with the account you want to merge. |
26 | | -5. Select the **“Yes, I understand this is not reversible”** checkbox. |
| 26 | +1. Log in at [expensify.com](https://www.expensify.com) using the **email you want to keep**. |
| 27 | +2. Go to **Settings > Account > Profile**. |
| 28 | +3. Scroll down to the **Merge Accounts** section. |
| 29 | +4. Enter the email address or phone number of the account you want to merge. |
| 30 | +5. Confirm the action by checking **“Yes, I understand this is not reversible.”** |
27 | 31 | 6. Click **Merge Accounts**. |
28 | | -7. Check your email for the **Magic Code** sent from Expensify. |
29 | | -8. Copy and paste the code into the field, then click **Merge**. |
| 32 | +7. Check the inbox of the email you're merging in for a Magic Code. |
| 33 | +8. Enter the Magic Code to complete the merge. |
30 | 34 |
|
31 | 35 | --- |
32 | 36 |
|
33 | 37 | # FAQ |
34 | 38 |
|
35 | | -## What happens to my data when I merge accounts? |
| 39 | +## What Happens When You Merge? |
36 | 40 |
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37 | | -All the following will be transferred to your primary account: |
| 41 | +The following will be brought into your primary account: |
38 | 42 | - Receipts and expenses |
39 | 43 | - Expense reports |
40 | 44 | - Invoices and bills |
41 | 45 | - Imported cards |
42 | | -- Saved Contact Methods |
| 46 | +- Contact methods |
43 | 47 | - Copilots |
44 | 48 | - Group workspace settings |
45 | 49 |
|
| 50 | +## When can I not merge accounts? |
| 51 | + |
| 52 | +- You **cannot** merge two company accounts from private domains. |
| 53 | +- You **cannot** merge a company account **into** a personal account. |
| 54 | +- Merging is only available on the web (not the mobile app). |
| 55 | + |
46 | 56 | </div> |
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