A Complete Guide to Properly Merge Vendors in QuickBooks

QuickBooks is known for the various features that it hosts to allow users to work efficiently in managing their accounting tasks. The feature to merge vendors in QuickBooks allows the user to consolidate all transactions and update information as required. As a result, the user is able to save a lot of time and effort. Merging in QuickBooks allows you to organize and track your finances by consolidating transactions and removing duplicate accounts. 

Being a QB user you must be well versed on how to merge vendors in QuickBooks and for any query dial (844)-888-4666.

Some Important Recommendations before Merging Vendors in QuickBooks

As you are already aware that merging vendors in QuickBooks will merge the transactions and get rid of the duplicate entries found in between different vendor accounts. Down below we have listed some of the crucial points to consider before merging vendors in QuickBooks.

1. Make sure to take a backup of your company file on an external storage device to avoid data loss during the process.
2. If you are running QuickBooks in multi-user mode, then switch it back to single-user mode.
3. Make sure you have not left any changes left by the accountant.
4. Also, ensure you are not using the multi-currency feature in QuickBooks.
5. The vendors you are merging must not be from the Tax authorities, Paid through Online Banking, Tax-exempt, and Direct deposit vendors category. 

Quick Steps to Merge Vendors in QuickBooks Desktop

Merging Vendors in QuickBooks helps the user to consolidate all transactions and update information as required. Here are the steps that will help you merge vendors in QuickBooks to get data from multiple vendors in one place.

• From the main menu of QuickBooks, go to Vendors and then navigate to the Vendor Center.
• Copy the name of the vendor that you want to keep.
• Right-click on the name of the vendor that is to be merged 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.

Finally, you will be done with the process to merge vendors in QuickBooks. In case, if an error pops up or due to some other reason you are unable to complete the process, then you can always reach us at our direct support number (844)-888-4666 for better help and guidance.