2020/10/27

QuickBooks Merge Vendors, Suppliers And Customers

How to Merge Vendors in QuickBooks?

QuickBooks has arrived 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 may save a lot of your own time and efforts as you care able to see most of the transactions at one place.


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In this blog, we will illustrate various items that should be considered before using this feature. So, let us begin!

Items to Remember: Merging Vendor in QuickBooks

Before you merge vendors in QuickBooks, it is crucial to take a couple of things into account:
Initial thing you need to do is create a backup of your company file.
Save the file names as ‘Single User mode’.
There should not be any incomplete accountant changes.
It is recommended to not ever use an Accountant’s Copy File(.QBA)
Multi-currency should really be turned off.

Related Post: https://accountinpro.blogspot.com/2020/10/quickbooks-merge-vendors-suppliers-and.html
The vendors you decide to merge shouldn't be tax-exempt or authorities, direct deposit vendors or paid via online banking.

Steps to Merge Vendors in QuickBooks 2019

To start with, access Merge Vendors window by following these steps:
For QuickBooks Desktop Accountant users: go to Accountant menu and choose Client Date Review. After that, go to Merge Vendors.
For QuickBooks Desktop Enterprise users: go to Company menu and select Accounting tools, then go to Merge Vendors.

Now, find the vendors which should be merged. Click on Next.
Next, you must select a Master Vendor and click on Merge.
Click on Yes to verify.
Click Ok on Merge Complete window.


Steps to Merge Vendors in QB 2018 and Older Versions

Firstly, you need to select Vendors and then pick the Vendor Center.
After that, right-click on vendor’s name.
Choose Edit Vendor and then copy the vendor’s name.
Click on Cancel to return on Vendor Center.
Right-click on vendor’s name you want to merge.
After that, choose Edit Vendor.
Replace the vendor name to the one you have got copied and click Ok.
Lastly, click Yes to proceed.


Although, we now have tried detailing the steps of just how to merge vendors in QuickBooks. In the event that you still face any issues related to QuickBooks Merge Vendors, Suppliers And Customers Go ahead and reach us, all of us of experts is always open to guide you.