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 is one financial management software that eases the process of completing important accounting tasks. The user can perform various functions within the software that answers your questions.

• How to merge vendors in QuickBooks?
• How do merge vendors and suppliers?
• How to track inventory within QuickBooks?
• How to create invoices and mail them directly to your clients?

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 versor 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 Merge Vendors in QuickBooks

• 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.

How to Merge Duplicate Vendors in QuickBooks

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.

Hope you are now able to get all the answers to your question: QuickBooks Merge Vendors, Suppliers, and Customers know how to delete customers. QuickBooks certified professionals at AskForAccounting have years of experience to tackle customer queries.