How to Merge Vendors in QuickBooks- EXPLAINED

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.

Things to do before Merge Vendors in QuickBooks

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.

• Creating a backup of your files is always advised so you do not lose your data if anything goes wrong.
• Make sure you have updated every change that has been made in the account. Cross-check the details of the account again.
• You will be required to change the name of the file. You will have to change it to single user mode.
• Make sure that you are not using an accountant copy while merging the vendors. 
• In case, the multi-currency offered is enabled, you will be required to turn it off first.
• The next important thing that you have to keep in mind is that none of the vendors should be from the authority or tax exempt. 

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.

Steps to Follow to Merge Vendors in QuickBooks  2019

If you are using the QuickBooks version 2019, then you can follow the steps mentioned below to merge vendors in QuickBooks.

• Open your QuickBooks software. You can click on the desktop icon.
• In case you are using the accountant version of the software, open the menu.
• The next thing you have to do is to review the client data. In that window, you will see an option to merge vendors. choose that option.
• And in case you are using the desktop edition of the QuickBooks, you will be required to go to the company tab and look for the accounts option.
• In that option, you will be able to see an option to merge the vendors.
• After this, you will get a list of all the vendors that you have added. Now, choose all the vendors that you want to merge.
• Once this is done, the next thing is to select a master vendor. Select one of your choices.
• After this, save the settings that you have made and check the list that you have created.

Steps to follow to Merge Vendors in QuickBooks Version 2018

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.

• When you will start the Quickbooks software, you will be able to see a vendors tab. 
• Go to the vendor tab.
• In the vendor tab, you will have to go to the center, where you will get a list of vendors. Choose the one you want to merge.
• you will be needed to go to the vendor’s name, open the detail window and then go to the center again. 
• Copy and paste the vendor’s name in the edit section of the vendor with whom you want to merge it with.
• Once it is done, you will have to save the changes that you have made.

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.

Frequently Asked Questions (FAQs)

Q.1 – How to delete a vendor in QuickBooks?

Answer: Here are the steps to delete a vendor in QuickBooks:

• Tap on Vendors & go to the Vendors Center.
• Choose the vendor you wish to delete & select Delete Vendor.
• Tap on OK.

Q.2 – How to merge vendors in QuickBooks online?

• From the tab Get paid & pay or Expenses, choose the option Vendors.
• Look out for the vendor profile & select Edit.
• Note down the Company & Display name.
• From the Vendors tab, open the vendors and tap on Edit to delete the list of vendors.
• Modify the display name & make it identical to the vendor you are looking to merge with.
• Tap on Save & Yes to confirm.

Q.3 – How to merge two vendors in QuickBooks?

Answer: 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.

Q.4 – What is the benefit of merging vendors in QuickBooks Desktop?

Answer: 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.

Q.5 – What account cannot be deleted or merged in QuickBooks online?

Answer: 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.