In this article, we will assist you to merge accounts, customers, and Vendors in QuickBooks Desktop. Merging in QuickBooks allows you to organize and track your finances by consolidating transactions and removing duplicate accounts.

Merge Accounts, Customers, and Vendors In QuickBooks Desktop

  • Backup your company file before proceeding
  • Switch the company file to “Single User” mode
  • No pending accountant changes
  • Multi-currency is not turned on
  • The vendors you are merging are not:
    • Tax authorities
    • Tax exempt
    • Paid through Online Banking
    • Direct deposit vendors

How To Merge Accounts

  • From the Accountant menu and select Chart of Accounts.
  • Note down or copy the name of the account that you want to keep.
  • Right-click on the name of the account you want to merge and click on Edit Account.
  • Replace the account name with the name you copied in the second step and then click on Save & Close.
  • You will be asked whether you want to merge the account or not. Click on Yes. Note: If you receive a message that says “You cannot merge an account that has online information associated with it into another account” This indicates that the bank feeds is activated and it needs to be deactivated.

How To Merge Customers

  • From the Customer menu, go to Customer Center.
  • Note down or copy the name of the customer that you want to keep.
  • Right-click on the name of the customer you want to merge and click on Edit Customer: Job.
  • Replace the customer name with the name you copied in the second step and then click on Save & Close.
  • You will be asked whether you want to merge the customer or not. Click on Yes.

How To Merge Vendors

QuickBooks Desktop 2019

  • Go to the Merge Vendors window.
    • For QuickBooks Desktop Accountant Edition users:
      • From the main menu, go to > Accountant > Client Data Review and then select Merge Vendors.
    • For QuickBooks Desktop Enterprise users:
      • From the main menu, go to Company > Accounting tools and then select Merge Vendors.
    • From the Merge Vendors window, choose the vendor that you want to merge and then click on Next.
    • Click on Master Vendor and click on Merge.
    • On the confirmation dialog box, click on Yes and then OK to the Merge Complete window.

QuickBooks Desktop 2018 and below

  • From the main menu, go to Vendors > Vendor Center.
  • Note down or copy the name of the vendor that you want to keep.
  • Right-click on the name of the vendor you want to merge and click on Edit Vendor.
  • Replace the vendor name with the name you copied in the second step and then click on Save & Close.
  • You will be asked whether you want to merge the vendor or not. Click on Yes.

Technical Support For QuickBooks Desktop

Following the steps provided in this article should be helpful for you in merging accounts vendors and customers in QuickBooks. Merging these data can be beneficial for your business as you will be able to track and maintain data. However, if you are facing any kind of issue during the process, you can contact our ProAdvisor team by dialing the toll-free QuickBooks Support Phone Number +1888-346-0234 to get complete solution for your issues.

Merge Accounts, Customers, and Vendors In QuickBooks Desktop

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