Skip to content

How to Merge Customer and Vendors Accounts in QuickBooks

    Merge Customer and Vendors Accounts in QB

    Everyone knows that QuickBooks is multipurpose accounting software and can provide you many new features and with the latest information and tools. However, there are still some features that a user needs to lean. Today we are going to discuss one of the features which are β€œMerge Customer and Vendors in QuickBooksβ€œ. Let’s start the journey.

    Merging Help organizes and keeps track of the customer and vendors in QuickBooks. It also helps in organize and keep tracking your finances by consolidating thetransactions and removing duplicate accountsand data.

    Before Merge Customer and Vendors Accounts in QuickBooks we start below are some reminder which we need to keep remember:

    • Make Back up of your company file
    • make the company file to single-user mode
    • No pending accountant charges
    • Multi-currency should be turned off
    • The vendor you are merging are not :
      • Tax authorities
      • Tax-exempt
      • Paid through online banking
      • Direct Deposit Vendors

    Steps to Merge Customer and Vendors in QuickBooks

    To merge accounts simply follow below steps:

    πŸ’  Select accountant menu
    πŸ’  Select chart of accountants
    πŸ’  Take note of a copy of the name that you want to keep
    πŸ’  Right-click on the name you want to change and click on edit account
    πŸ’  Replace the name with the new name which you want to change
    πŸ’  Select save and close
    πŸ’  A message will appear to inform you, select yes to merge the account.

    Total Time: 35 minutes

    Merge Customer

    πŸ’  Select customer menu
    πŸ’  Select customer center
    πŸ’  Take note of the name of the customer that you would like to keep
    πŸ’  Right-click the name of the customer that you would like to merge
    πŸ’  Select edit customer: Job
    πŸ’  Replace the customer name with the new name which you want to keep
    πŸ’  Select Ok
    πŸ’  A prompt appears select yes to proceed with the merge

    Merge Vendors

    πŸ’  For QuickBooks 2019
    πŸ’  Get the access of merge vendors window
    πŸ’  If you are using QuickBooks desktop Accountant Edition:
    πŸ’  Select client Data review from the accountant menu
    πŸ’  Choose Merge vendors
    πŸ’  if you are using the QuickBooks Desktop Enterprise:
    πŸ’  From the company menu, select accounting tools >>Merge Vendors
    πŸ’  Select the vendors which need to merge on the merge vendors window,
    πŸ’  choose Next
    πŸ’  Select the master Vendor
    πŸ’  Choose merge
    πŸ’  Select yes when the message comes, then select ok to merge the complete window

    For QuickBooks Desktop 2018 and Below

    πŸ’  Select Vendor Menu
    πŸ’  Choose vendor center
    πŸ’  Copy the name of the vendor that you want to keep
    right-click the name that you want to merge and select Edit Vendor
    πŸ’  Replace the vendor name with the name that you have copied
    select Ok
    πŸ’  A message comes, select yes to go ahead with the merge

    How to contact us

    For more information or any help, dial and get connected with the QuickBooks experts in a while. Experts are professional, always keen to help, trained and polite so that they can understand the issues and queries easily and provide the output in minimum time. QuickBooks team experts are having a year of experience in the same domain to resolve the issues asap. You can also email at [email protected] and one of the QuickBooks experts get back to you with the resolution. Just join the team and get connected yourself with a new journey which is advanced, latest and with 24*7 QuickBooks phone support so that you can work with more confidence and support.

    Phone

    +1347-967-4079