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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 โ€œMerge Customer and Vendors in QuickBooksโ€œ. Letโ€™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:

    ๐Ÿ’  Select accountant menu
    ๐Ÿ’  Select chart of accountants
    ๐Ÿ’  Take note of a copy of the name that you want to keep
    ๐Ÿ’  Right-click on the name you want to change and click on edit account
    ๐Ÿ’  Replace the name with the new name which you want to change
    ๐Ÿ’  Select save and close
    ๐Ÿ’  A message will appear to inform you, select yes to merge the account.

    Total Time: 35 minutes

    Merge Customer

    ๐Ÿ’  Select customer menu
    ๐Ÿ’  Select customer center
    ๐Ÿ’  Take note of the name of the customer that you would like to keep
    ๐Ÿ’  Right-click the name of the customer that you would like to merge
    ๐Ÿ’  Select edit customer: Job
    ๐Ÿ’  Replace the customer name with the new name which you want to keep
    ๐Ÿ’  Select Ok
    ๐Ÿ’  A prompt appears select yes to proceed with the merge

    Merge Vendors

    ๐Ÿ’  For QuickBooks 2019
    ๐Ÿ’  Get the access of merge vendors window
    ๐Ÿ’  If you are using QuickBooks desktop Accountant Edition:
    ๐Ÿ’  Select client Data review from the accountant menu
    ๐Ÿ’  Choose Merge vendors
    ๐Ÿ’  if you are using the QuickBooks Desktop Enterprise:
    ๐Ÿ’  From the company menu, select accounting tools >>Merge Vendors
    ๐Ÿ’  Select the vendors which need to merge on the merge vendors window,
    ๐Ÿ’  choose Next
    ๐Ÿ’  Select the master Vendor
    ๐Ÿ’  Choose merge
    ๐Ÿ’  Select yes when the message comes, then select ok to merge the complete window

    For QuickBooks Desktop 2018 and below

    ๐Ÿ’  Select Vendor Menu
    ๐Ÿ’  Choose vendor center
    ๐Ÿ’  Copy the name of the vendor that you want to keep
    right-click the name that you want to merge and select Edit Vendor
    ๐Ÿ’  Replace the vendor name with the name that you have copied
    select Ok
    ๐Ÿ’  A message comes, select yes to go ahead with the merge

    Quick Tips Merging Vendors, Customers, or Accounts in QuickBooks

    How to contact us

    For more information or any help, dial and get connected with theย QuickBooks expertsย 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*7ย QuickBooks phone supportย so that you can work with more confidence and support.

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