Merge Vendors in QuickBooks

How to Merge Vendors in QuickBooks

About Merging Vendors in QuickBooks

Many QuickBooks users go through the hassle to enter data from one vendor to another one. This makes the users disappointed because it consumes much of their valuable time and effort. But Intuit realizes this situation and launched the feature of Duplicate Vendors in its latest versions of QuickBooks application.

Most of the QuickBooks users have doubts about merging vendor features in QuickBooks. You can easily merge vendors in your QuickBooks account by using the Duplicate Vendors feature launched by Intuit recently in QuickBooks Desktop 2018 and later versions, Accountants version, and QuickBooks Enterprise Version.

However, you should note that once the changes have been made using Duplicate Vendors, you will not be able to reverse them. In other words, the changes you will make in transactions using this feature will remain permanent. So, you have to Merge Vendors in QuickBooks very carefully. 

What are the Advantages of Merging Vendors in QuickBooks?

The following are the advantages of this feature:

  • The Duplicate Vendors feature lets you stabilize all your current transactions without any hassle of entering them again. 
  • During the procedure of this feature, it will remove one vendor and transfer the data to the newly assigned vendor at the same time.
  • This feature helps you in saving a lot of time and effort. This will make you focus on other more important things.
  • The changes that have been made can not be changed. That means you don’t have to worry about changing the data again and again.

Also Read: QuickBooks Code Error 6000 77

Things To Remember Before Merging Vendors in QuickBooks

The following are the things that you should keep in mind before using this feature:

  • As stated above, once the changes are made, you will never be able to edit it again.
  • However, if you want to undo the process of merging vendors, you are required to take the backup of entire data.
  • Before starting to merge vendors, it is recommended to Create a backup of all your transactions just to be safe.
  • Save your backup file in a secure location. So that you will find it easily if something goes wrong while using this feature.
  • In case you are Working on a multi-user mode, switch back to single-user mode.
  • Make sure that the Accountants Copy file or .qba file is not currently in use or running in the background.
  • Ensure that the multi-currency feature is currently not in use. If it is, switch it off.
  • You should avoid vendors of Direct Deposits, Tax Authorities, Tax Exempt, and Paid via Online banking vendors.

Procedure To Merge Vendors in QuickBooks

The following is the process of merging vendors in QuickBooks:

Merging Vendors in QuickBooks Desktop 2019 version

  • Go to your QuickBooks application.
  • Locate the ‘Merge Vendor’ window.
  • In case you are using the QuickBooks Accountants version, go to the ‘Accountant’ section, and choose the ‘Client Data Review’, after that, select the ‘Merge Vendors’ option.
  • After that, choose the vendors that you want to merge data.
  • Click on the ‘Next’ option.
  • Now, choose the new vendor you want to assign the data of the previous vendor.
  • Select the ‘Merge’ option.
  • Your computer screen will display a confirmation, click the ‘Yes’ option.
  • After that, you will get a prompt to ‘Merge’, choose the ‘Ok’ option.

Merging Vendors in QuickBooks 2018 and Earlier versions

  • Open your QuickBooks Application.
  • Go to the Vendorsmenu and select the ‘Vendors’ option.
  • Right-click on the name of the vendor that you want to keep.
  • After that, click on the ‘Edit Vendor’ option.
  • Copy the name of the vendor.
  • Click on the ‘Cancel’ button.
  • The screen will take you back to the ‘Vendors Centre’.
  • Search for the vendor that you want to merge and right-click on the name.
  • Choose the ‘Edit Vendor’ option.
  • Replace the vendor’s name with the previous copied name of the vendor.
  • Click on the ‘Ok’ option.
  • You will get a confirmation message, click on the ‘Yes’ option.

In Conclusion:

Hopefully, the above-given information is useful for you to get rid of this problem. But if you are still facing any issues with your software and need professional assistance, regarding accounting, bookkeeping & accounting software-related issues then feel free to get in touch with Certified Experts at +1-860-325-4922. The USA-based ProAdvisors will provide all sorts of assistance related to the software 24/7.

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