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QuickBooks software allows you to manage your financial data much easier. But if you have duplicate vendors then it can somehow be difficult to manage because it becomes a bit confusing. To make it easier to use, QuickBooks has introduced the feature to merge the vendors in a single place. You can merge up to four vendors at the same time. you can even merge the transactions and integrate them into a single vendor. You will be needed to provide the details that are required and save them. Now you can make the transaction to that single user and he will pass it on to the others. Somehow, many people are unaware of how to use the feature provided by QuickBooks. This article is a comprehensive guide on how you can merge vendors in QuickBooks. We have mentioned different steps for users using QuickBooks for both 2018 and 2019. Read the article to the end to know everything about how to merge vendors in QuickBooks.
In general, a vendor is someone who provides services or sells products. In QuickBooks, a vendor is a person who is registered as a vendor in QuickBooks. He or she keeps a record of their business’s account on QuickBooks. Once you register someone as your vendor on QuickBooks, you can make payments to them automatically. You can also keep a record of their sales and services and the revenue that they have generated through it.
QuickBooks enables you to merge the vendors in a single place, saving your time and efforts. You can merge vendors and then make transactions. It enables you to edit the vendors, delete the duplicate ones, create a new one, change details of the existing ones, and much more. But the most important thing is that once you have performed any action, you won’t be able to undo the same.
Here is a list of all the things that you should keep in mind before merging the vendors. We recommend you just follow these.
Once you have made sure about all the things that have been mentioned above, you are good to go. In the next sections of this article, we have mentioned steps to follow to QuickBooks merge vendors according to the version of the software. If you are using Windows 10, you can know which version of QuickBooks is suitable for you.
If you are using the QuickBooks version 2019, then you can follow the steps mentioned below to merge vendors in QuickBooks.
In case, you have QuickBooks edition of 2018 and earlier, you can follow the steps mentioned below to merge vendors in QuickBooks. If you are using Quickbooks 2017, you are needed to update the Quickbooks software on your system to the Quickbooks version 2020.
We hope that the mentioned process is clear to you and your concept about combine vendors in Quickbooks is clear. We have mentioned a whole stepwise process that you need to follow to merge vendors in Quickbooks. In case you have any query regarding this, you can reach our executives and our professionals will help you.
Here are the steps to delete a vendor in QuickBooks:
The process for merging two vendors in QuickBooks is the same as the process in QuickBooks online discussed above. You can easily merge two vendors from the Vendors tab and Edit & save them as per your requirements.
QuickBooks Desktop offers a number of benefits for businesses, including the ability to merge vendors. This can be a helpful tool for businesses that have multiple vendors that sell similar products or services. By merging vendors, businesses can streamline their vendor list and make it easier to track expenses. Also, merging vendors can also help businesses save money by consolidating their vendor discounts. Ultimately, merging vendors in QuickBooks Desktop can help businesses to improve their efficiency and bottom line.
Account mergers are permanent. It is not possible to undo this later. Some QuickBooks features are based on default accounts. Merging or deleting these accounts is not possible.