QuickBooks Merge

QuickBooks Merge Vendors, Suppliers, and Customers

QuickBooks Merge Vendors and Customers clubbing all of them or merging two vendors into one is easy, all you need is the technical know-how. If you have a good understanding of the software then you can easily perform this task with ease. But if merging vendors in QuickBooks is a challenge for you then we are here to guide you at every step.

QuickBooks Merge Vendors and Customers

The software is quite helpful as it eases your work a lot. But there are certain issues within the software that needs to be taken care of. There are certain points to keep in mind before tackling the query like QuickBooks Merge Vendors, Suppliers, and Customers” and these include.

  • Merging of lists directly deletes the user lists and repopulates the data into the merged one.
  • The process is irreversible. Once the process of merging is complete user cannot undo it.
  • The company file should remain in a single-user environment.
  • The accountant’s copy file labeled as QBA is not applicable for merging.
  • Ensure the multi-currency option is not switched ON.
  • The vendor list being merged should not consist of the following:
    • Tax Authorities and Exempt
    • Paid via Online Banking
    • Vendors facilitating Direct Deposit.

If you are looking to merge vendors in QuickBooks or merge vendors and suppliers or even merge duplicate customers or vendors into one then these are the steps that you would need to follow.

Steps to QuickBooks Merge Vendors

  • Access the software, and click on the Expenses tab from the menu on the left side of the window.
  • From the next menu click on the Vendors option.
  • Click on the names of vendors that do not have to be merged in the list, followed by clicking on the Edit tab located in the top section in the right part of the screen.
  • Make the required changes under Title, First, Middle, and Last Name along with Suffix in order to make the entries of the vendors identical. Once the Display name is also the same click on the Save option.
  • Click on the Yes tab on the pop-up to confirm the merging process.
Read more-- Merge QuickBooks Files

How to QuickBooks Merge Duplicate Vendors

The latest version of QuickBooks Enterprise, as well as the Accountant edition, is outfitted with an enhanced version of the Merge Vendors tool, wherein the user can merge 4 vendors with the same name. This feature helps to unify recorded transactions and other account details under all the merged vendor names in one list. In order to perform this function, follow the steps below.

  • Open Merge Vendors screen through:
    • QuickBooks Desktop Accountant Edition:
      • From the Accountant, Menu click on Client Data Review and then on Merge Vendors
    • QuickBooks Desktop Enterprise Edition:
      • From the Company, Menu click on Accounting tools and then on Merge Vendors
    • Under this screen click on the vendors that are required to be merged followed by the Next tab.
    • Click on the specific Master Vendor list and then on Merge. For users looking to back up the list before merging click on the Backup and Merge tab.
    • On the confirmation, pop-up click on the Yes tab and then on the OK tab Merge Complete screen.

Steps to Merge Customers in QuickBooks

Users can also merge customer lists by following the steps listed below:

  • Open the software, and click on the Sales tab from the main menu bar.
  • Select the Customer option from the menu.
  • Click on the names of customers that do not have to be merged into the list.
  • Make the required changes under Title, First, Middle, and Last Name along with Suffix in order to make the entries of the customers identical. Once the Display name is also the same click on the Save option.
  • Click on the Yes tab on the pop-up to confirm the merging process.

QuickBooks Merge Chart of Accounts, Item List, Customer List, Vendor List, and Employee List

If you have entered the same item twice, but with different names? You don’t have to worry as you can merge duplicate entries and keep your lists up to date.

Before you start:

  • You have to make sure the vendors that you want to merge are not.
    • Tax exempt
    • Tax authorities
    • Direct deposit vendors
    • Paid through online banking.

Steps to Merge Chart of Accounts, Item List, Customer/Vendor List, and Employee List in QuickBooks Desktop for Windows

  • You have to go to the list that has the entries and that you want to merge.
  • Then you have to copy the name of the entry that you want to keep.
  • Now you have to right-click the entry that you don’t want to use, and then you have to select Edit.
  • After that, you have to paste the name that you have copied, and then you have to select Save and Close.
  • To merge the entries you have to select Yes.

Use Merge Vendors Tool in Accountant and Enterprise editions

  • (Desktop Accountant Edition of QuickBooks) Select Client Data Review from the Accountant menu, then click on Merge Vendors.
  • (QuickBooks Desktop Enterprise) Select Accounting tools from the Company menu, then click Merge Vendors.
  • Then click Next after choosing the providers you want to merge.
  • After choosing a primary vendor, then click on merge.
  • To combine the vendors, choose Yes, then click OK.

Hope you are now able to get all the answers to your question: QuickBooks Merge Vendors, Suppliers, and Customers know how to delete customers. But if you still feel like your problem is still not resolved then ask for QuickBooks Consultant. Thus not only you can fix your queries like how to QuickBooks merge vendors but can sort out other error-related issues as well. Thus feel free and get connected now at our toll-free number.

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