Merge Vendors in QuickBooks

How to Merge Vendors in QuickBooks?

The ‘Merge Vendors’ option in QuickBooks is designed to help you manage your data more efficiently. Once you merge vendors you will find it easy to organize and monitor your finances. These features allow you to consolidate transactions and easily identify and remove duplicate accounts. Since the steps to merge vendors may differ based on which version of QuickBooks you use, it is probably best that you call the QuickBooks support number and speak to an expert before you proceed. While merging vendors you need to make sure you backup your company file so that you do not lose any data. You should also ensure you switch the company file to the “Single User” mode before proceeding. This blog will give you a general overview of the steps you need to follow when you need to Merge Vendors in QuickBooks:

Solution 1: When using QuickBooks Desktop 2019

Step 1: Open the QuickBooks program and access the Merge Vendors window.
Step 2: When you use the Accountant Edition, go to Client Data Review.
Step 3: If you use the Desktop Enterprise go to Accounting tools.
Step 4: Open the Merge Vendors window and select the vendors to merge.
Step 5: Press‘Next,’ select a Master Vendor, then click the ‘Merge’ option.
Step 6: Click ‘Yes’ when you see the Confirmation prompt and continue.
Step 7: Select ‘OK’ on the Merge Complete window and then restart QuickBooks.

Solution 2: QuickBooks Desktop 2018 and below

Step 1: Open your QuickBooks program and go to the Vendors menu.
Step 2: Navigate to the Vendor Center look for the list of vendors.
Step 3: Go ahead and copy the name of the vendor that you need.
Step 4: Right-click the name of the vendor that you want to merge.
Step 5: Click on the ‘edit Vendor’ option and make the changes.
Step 6: Once you replace the vendor name, select OK, and continue.
Step 7: You will see a message or a prompt to confirm if you want to continue; select Yes to proceed with the merge.

It is important to note that when you are merging the vendors see that the selected vendors are not Tax authorities, Tax-exempt, paid through Online Banking, or direct deposit vendors. In case you encounter any technical error while merging vendors you can call the QuickBooks customer service number and ask for help. Professional software experts and QuickBooks technicians are available 24 hours a day to help you troubleshoot any error you may encounter on your QuickBooks program. The helpline and customer service number is available 24 hours a day so that you get immediate assistance when required.