QuickBooks comes with so many important features that helps you in managing your business. In QuickBooks, you can merge Vendors, Suppliers and Customers, merging multiple vendors into one in the software. You can perform these steps easily even if you have basic knowledge about QuickBooks Desktop. In this article, we will be providing you the steps to merge vendors, suppliers and customers in QuickBooks.

QuickBooks Desktop accounting software allows you to manage all the complex financial processes. QuickBooks offers so many important features that answers your crucial 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 Desktop allows you to perform so many complex accounting tasks with ease. However, there can be situations when some issues can occur due to which your work may get hindered. Before start merging vendors, suppliers and customers in QuickBooks Desktop, keep following points in your mind:

  • The process can’t be reversed.
  • The merged should not be having following things:
    • Tax Authorities and Exempt
    • Paid via Online Banking
    • Vendors facilitating Direct Deposit.
  • You can’t merge a QBA file.
  • When you merge list, the used lists will be removed automatically and repopulates the data to the merged one.
  • You should be using your company file in single-user environment.
  • Make sure that the multi-currency option is disabled.

Steps To Merge Vendors In QuickBooks

  • Run QuickBooks and then open the Expenses tab.
  • Go to Vendors, choose vendors name that you want to merge and then select Edit.
  • You can make changes as you want and once you are done, click on Save.
  • On the confirmation dialog box, click on Yes.

Merge Vendors tool works best with latest versions of QuickBooks Enterprise and Accountant edition. QuickBooks Enterprise allows you to merge up-to 4 vendors with same name. When you merge vendors, you can easily record transactions in a single list. To do so, follow the below mentioned steps:

  • Open Merge Vendors window:
    • For QuickBooks Desktop Accountant Users: From the Accountant menu section, select Client Data Review > Merge Vendors.
    • For QuickBooks Desktop Enterprise Users: From the Company menu, select Accounting tool > Merge Vendors.
  • From the Vendors list, choose a vendor name that you want to merge.
  • Choose the Master Vendor and then select Merge.
  • To create a backup of the list, click on Backup and Merge.
  • Select OK to the confirmation tab

Steps To Merge Customers In QuickBooks

  • Run QuickBooks and from the Sales menu, select Customer menu.
  • Choose the customer that you want to merge.
  • You can make required changes and then click on Save to save changes.
  • Select OK to the confirmation tab

Reach Us For Support

Hopefully, you find this article helpful and you are now able to merge vendors, suppliers and customers that can reduce your work pressure. However, if you are facing any kind of issue during the process or you require help, you can connect with our technical support department by dialing our toll-free QuickBooks Support Phone Number +1800-366-1468 for instant support.

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

Leave a Reply

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