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How to Merge Vendors in QuickBooks?

How to Merge Vendors in QuickBooks?

Technology
How to Merge Vendors in QuickBooks

QuickBooks accounting software offers a wide range of features and functionalities that entrepreneurs love. This software has a variety of constructive features, one of which is the ability to merge vendors. With QuickBooks’ latest feature, users can merge up to four vendors at a time easily.

Our blog answers some of the most frequently asked questions, such as: Can I merge vendors in QuickBooks? How many vendors can be merge in QuickBooks? What does it mean to merge vendors in QuickBooks? If you are also having any such question, then stay tuned with the article and clear all your clouds of confusion. However, if you need expert assistance, you can reach out to our QuickBooks support team by dialling our toll-free number +1-800-986-6821.

QuickBooks Vendors Merger

Many QuickBooks users doubt whether it is possible to merge vendors. Well, it is possible to merge vendors in QuickBooks. The process of merging vendors permits the users to consolidate all the transactions. The best part is that the users are not required to enter the transactions over and over again, one after the other. The merging process basically creates a single vendor with combined data from the two sources. Once these steps are complete, it should be note that things can’t reverse. This means that everything is permanent, from deletion of one vendor to transfer of the data to another.

Before Merging Verndors in QuickBooks, Here are a Few Things to Keep in Mind

To make it easier for you, we have listed down a few tips that you should keep in mind before you begin the merging procedure:

  • It is very important that you take a backup of your QuickBooks company file as soon as possible. If you do not do so, you might end up loosing a lot of data.
  • Don’t think much if you are using multi-user mode, simply switch to single-user mode if you are in multi-user mode.
  • You need to turn off the Multi-currency feature next.
  • In addition, the user must ensure that he/she does not merge payments received from online banking vendors, tax authorities vendors, and direct deposit vendors.
  • Lastly, keep in mind that once the merging process has been completed, it cannot be reversed. Therefore, double-check before merging vendors and ensure that you’re merging the right accounts.
  • Last but not least, restoring a backup of the data file is the only way to undo a merge.

QuickBooks Desktop 2019: Merging Vendors

Vendor merging processes vary from version to version of QuickBooks. The following steps apply to QuickBooks Desktop 2019:

  1. The user must first access the merge vendors window
    o There are two alternatives for QuickBooks Desktop Accountant Edition: Select Client Data Review, then Merge Vendors from the Accountant menu.
    o To merge vendors in QuickBooks Desktop Enterprise, the user must select Accounting tools from the company menu, followed by Merge Vendors.
  2. In the merge vendors window, select the vendors to be merged and then tap Next.
  3. Click on the Merge option after selecting the Master Vendor option
  4. On the Merge Complete Window, the user must select OK on the confirmation prompt Yes.

In QuickBooks Desktop 2018 and earlier, merging vendors in QuickBooks

  • Choosing the Vendors menu and then selecting the Vendor Center is the first step.
  • The next step is to right-click on the Vendor’s name, then select Edit Vendor.
  • The next step is to copy the vendor’s name.
  • To return to the vendor center, tap on Cancel.
  • The user must right click on the vendor’s name to merge, and then choose Edit Vendor from the menu.
  • The user needs to replace the vendor name with the copied one and then click OK.
  • At the time when the merge prompt appears, tap on the Yes option.

Hopefully, this article has been helpful to you in some way. By following the above-written steps, the user can easily merge vendors in QuickBooks.

Conclusion

In the event that you are experiencing difficulty merging vendors even after following the above steps, you can call our toll-free number at +1-800-986-6821. Our QuickBooks accounting and bookkeeping experts will be there to assist you in a single call at that number. You can contact our technicians at any time, as they are available round the clock to provide our clients with the best possible service.

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