Complete Guide to Merge Vendors in QuickBooks Desktop
If you are a QuickBooks user who manages online banking from inside the QuickBooks Desktop application then sooner or later you will need to merge vendors in QuickBooks. The necessity to merge multiple vendors in QuickBooks evolves as a result of duplicate entries in the vendors list. Duplicate entries when you look at the vendors or customers list caused it to be difficult to look for a certain transaction for a person or a vendor. Using the latest feature of QuickBooks for accountant 2019 it is possible to merge up to four vendors at a time that makes the merging process effortless when it comes to user. For detailed instructions on the best way to merge vendors in QuickBooks follow the complete article before the end.
- Make sure to take a protected backup of the QuickBooks company file before merging vendors in QuickBooks.
- If you are running QuickBooks in Multi-User mode then switch it to Single-User mode.
- Make sure the Multi-Currency feature in turned-off.
- Make certain you are not merging Tax Authorities vendors, Paid through Online Banking, Tax Exempt, and Direct Deposit vendors.
- The merge process cannot be undone so be sure you merge the accounts once you really need it.
- Should you want to undo a merge then your only way is always to restore the backup associated with the data file.
Merge Vendors in QuickBooks Desktop 2018 and previous versions
- Open QuickBooks and from the Vendor Center click Vendors.
- Note down the name of the vendors that needs to be merged.
- Now locate the vendor that needs merging and right-click it.
- Choose Edit and go into the name associated with vendor that you want to merge it with.
- Click OK and when the confirmation screen pops up click Yes.
Also Read: https://accounting-info.sitey.me/blog/post/154499/quickbooks-merge-vendors-suppliers-and-customers
Steps to Merge Vendors in QuickBooks Desktop 2019
- Open QuickBooks Desktop 2019 and navigate to the Merge Vendor window.
- For Accountant version go directly to the Accountant section select Client Data Review and then click Merge Vendors.
- QuickBooks Desktop Enterprise users go to the Company tab, choose Accounting Tools and then select Merge Vendors.
- Now select the vendors that you want to merge and then click Next.
- Now select the vendor where you wish to merge the other vendor and then click Merge.
- When the confirmation window pops up click Yes after which hit OK in the Merge Complete message.
After the method mentioned above it is simple to Merge Vendors And Customers In QuickBooks however you must plan everything before merging as it is not undone. If you want to consult a certified specialist before merging accounts in QuickBooks then you can certainly call us at our direct helpline number.
