How to Merge Vendors in QuickBooks Desktop

QuickBooks gives you the option to manage the accounts of a company to the fullest by adding invoices vendors etc. But, at times you may have to merge some entries because of duplication or anything else. In this article, we will learn more about the merge vendors in QuickBooks Desktop.

The process of merging Vendors in QuickBooks Desktop

QuickBooks accounting solutions enable the users to smoothly merge all the duplicate vendor names. This is done to make your QuickBooks more clean and understandable. With the help of the latest merge vendors, you can very easily pool around 4 vendors. At the same time, you also get the option to combine all their old transactions to a single, master vendor. Then, you would have to update the required information.

Before merging the vendors, you will have to ensure that

Before merging vendors, QB will prompt you to create a backup of this data. We recommend that you create a backup as after merging the vendors, their data will be consolidated together under a single name.

• The QuickBooks company file should be in the single mode.
• At present, you would not be using the Accountant’s Copy File.
• Also, make sure that Multi Currency is not switched on.
• All these types of vendors couldn’t be merged.
• Tax Establishments.
• Tax Exempted.
• Paid Via Online Banking.
• Vendors with Direct Deposit.

Read More: Pay Vendor Bills in QuickBooks

Steps to merge the vendor entries

• First of all, you would have to get to the Merge Vendors screen.
• In case you are using Accountant Edition, then you would have to Go to the Accountant menu, there, you would have to click on Client Data Review.
• Afterward, just select the option that says Merge Vendors.
• In case you are using the QuickBooks Desktop Enterprise, in that case, you will have to Go to the Company menu.
• There, you would need to choose Accounting tools.
• After that select the option that reads as Merge Vendors.
• Afterwards, click on the vendors On the Merge Vendors screen, and click on Next.
• Click on a Master Vendor, and hit the click Merge option.
• Hit on Yes, which is present at the Confirmation prompt window.
• Click on OK on the Merge Complete screen to complete the process.

Read More: Write Off Customer And Vendor Balances In QuickBooks

Steps to Merging Duplicate Vendors

Follow the Steps Provided Below:

• Log in to QuickBooks through an Administrative account
• Click on the Company menu
• Click on Accounting Tools
• Select Merge Vendors
• A new window for Merge Vendors will appear. Select all the vendors that you want to merge.
• Click on Next
• Select the vendors under which all these vendors will be merged.
• Click on Merge
• Select Yes
• Click on OK.

Read More: Record a Vendor Credit in QuickBooks

What are the limitations of vendor merging?

One limitation of the vendor merge option is the Multi-currency. However, users can still try and use the feature. But, in that case, the steps would be a little different.

• Click on the Master Vendor you wish to retain in QuickBooks and choose almost 3 other vendors.
• Select the desired information from other vendors you wish to retain and migrate.
• Make a backup.
• After proceeding ahead, the Merge is done. You may also check the backup.