QuickBooks provides you the feature to merge Vendors, Suppliers and Customers, merging two or more vendors into one within the program. The procedure can easily be performed if you have a decent knowledge of the QuickBooks software but if you are a new user of QuickBooks then you need to follow all the guidelines provided in this article. However, if you can also connect with the ProAdvisors in case if you face any kind of issue while doing the process.

QuickBooks accounting software helps you in managing all the complex financial tasks. QuickBooks provides various features within the software that answers your questions such as:

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

QuickBooks software has been helping you in all your accounting tasks but there are several issues and points in the software that needs to be taken care of. Before going on the steps to merge vendors, suppliers and customers within QuickBooks program, you need to keep following things in your mind:

  • You can’t undo the process.
  • The vendor list being merged should not consists of following:
    • Tax Authorities and Exempt
    • Paid via Online Banking
    • Vendors facilitating Direct Deposit.
  • QBA file can’t be merged as it is not applicable
  • Merging of lists directly deletes the used lists and repopulates the data into the merged one.
  • The company file should remain in single user environment.
  • Ensure multi-currency option is not switched ON.

Steps To Merge Vendors In QuickBooks

  • Open the software and go to the Expenses tab
  • Now go to the Vendors option
  • Select the vendors name that needs to be merge and then click on Edit
  • Here you can make the required changes. Once you are done click on Save
  • Click on Yes on the confirmation message.

Latest version of QuickBooks Enterprise and Accountant edition works best when it comes using the Merge Vendors tool. You can merger up-to 4 vendors with same name. Merging the vendors allows you to record transactions in a single list. To do so, follow the below mentioned steps:

  • Go to Merge Vendors screen;
    • For QuickBooks Desktop Accountant Users: Go to the Accountant Menu > Client Data Review > Merge Vendors.
    • For QuickBooks Desktop Enterprise Users: Go to the Company Menu > Accounting tool > Merge Vendors
  • Now select the Vendors from the list that are to be merged.
  • Select the Master Vendor and then click on Merge.
  • If you want to take a backup of the list then click on Backup and Merge
  • Click on OK on the confirmation tab

Steps To Merge Customers In QuickBooks

  • Open QuickBooks and go to the Sales menu
  • Click on the Customer option
  • Select the customers that needs to merged
  • Here you can make the required changes. Once you are done click on Save option
  • Click on Yes on the confirmation message.

Reach Us For Support

The feature of merging vendors, suppliers and customers eases your work pressure. However, if you face any kind of issue in merging vendors suppliers or customer then you can get in touch with us at our QuickBooks Support Phone Number +1850-308-2863.


QuickBooks Merge Vendors, Suppliers And Customers: Step By Step Guide

Leave a Reply

Your email address will not be published. Required fields are marked *