QuickBooks Merge Vendors, Suppliers And Customers

How exactly to Merge Vendors in QuickBooks?

QuickBooks has come up with a new feature of merging vendors. Merge vendors in QuickBooks feature enables you to consolidate all the transactions and update information as required. This can save plenty of your time and effort and efforts as you can plainly see all the transactions at one place.

In this website, we're going to illustrate various items that is highly recommended before using this feature. So, why don't we begin!

Items to Remember: Merging Vendor in QuickBooks

Before you merge vendors in QuickBooks, it is essential to take a few things into account:

  •   First thing you have to do is create a backup of the company file.
  •   Save the file names as ‘Single User mode’.
  •   There should not be any incomplete accountant changes.
  •   It is recommended not to use an Accountant’s Copy File(.QBA)
  •   Multi-currency should be switched off.

The vendors you decide to merge really should not be tax-exempt or authorities, direct deposit vendors or paid via online banking.

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Steps to Merge Vendors in QuickBooks 2019

  • First of all, access Merge Vendors window by using these steps:
  •  For QuickBooks Desktop Accountant users: head to Accountant menu and select Client Date Review. After that, head to Merge Vendors.
  •  For QuickBooks Desktop Enterprise users: head to Company menu and select Accounting tools, then head to Merge Vendors.
  • Now, find the vendors which need to be merged. Click on Next.
  • Next, you have to select a Master Vendor and click on Merge.
  • Click on Yes to confirm.
  • Click Ok on Merge Complete window.

Steps to Merge Vendors in QB 2018 and Older Versions

  •  Firstly, you need to select Vendors and then select the Vendor Center.
  •   From then on, right-click on vendor’s name.
  •   Choose Edit Vendor after which copy the vendor’s name.
  •   Click on Cancel to go back on Vendor Center.
  •   Right-click on vendor’s name you want to merge.
  •   From then on, choose Edit Vendor.
  •   Replace the vendor name to your one you have copied and then click Ok.
  •   Lastly, click Yes to proceed.

Although, we now have tried detailing the steps of just how to merge vendors in QuickBooks. If you still face any issues or want to know more about this feature. Go ahead and reach us, our team of experts is definitely offered to guide you. 

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