QuickBooks users who manage online banking from within QuickBooks desktop application then sooner or later they will require to merge vendors in QuickBooks desktop. The need to merge vendors in QuickBooks evolves due to duplicate entries in the vendors list. With the latest feature of QuickBooks for accountant 2020, the user can easily merge up to four vendors at a time, making merging process effortless for the users.
In today’s blog post, we are going to discuss the simple process to merge vendors in QuickBooks. Thus, go through the blog post till the end. However, if you are facing any kind of error or if you have any queries, then feel free to speak to our QuickBooks premier technical support team via our toll-free number i.e. 1-800-880-6389.
Points to remember before merging vendors in QuickBooks
First of all, the user needs to ensure to take the backup of QuickBooks company file before merging vendors in QuickBooks.
Also, switch to single user mode, if you are using QuickBooks in multi-user mode.
The user also needs to ensure that he/she is not merging tax authorities vendors, paid through online banking, tax exempt, and direct deposit vendors.
Another point to be considered is that the merge process can’t be undone, to ensure you merge the accounts when you really need it.
In case the user wishes to undone a merge, then in that case the only way is to simply restore the backup of the data file.
Steps to merge vendors in QuickBooks desktop 2018 and earlier versions
The very first step is to open QuickBooks and click on vendors, from the vendor center.
The next step is to note down the name of the vendors that are to be merged.
After that, the user is supposed to locate the vendor that requires merging and then right click the same.
Moving ahead, the user needs to select edit and then enter the name of the vendor to merge with.
And the last step is to click on Ok and click yes when the confirmation screen pops up.
Steps to merge vendors in QuickBooks desktop 2019
To begin with, the user needs to open QuickBooks desktop 2019, and then navigate to the Merge vendor window.
After that, for accountant version, the user needs to visit the Accountant section, followed by selecting the client data review and hitting merge vendors option.
The next step is to move to the company tab, and then select accounting tools and select merge vendors.
Now, opt for the vendors to be merged and hit next.
Once done with that, the user needs to select the vendor in which another vendor is to be merged and hit merge.
The final step is to click yes, once the confirmation window pops up, and then hit ok tab on the merge complete message that appears on the screen.
This drives us to the end of the procedure and also to the end of this blog post. We hope that the steps mentioned above might help you to merge vendors in QuickBooks. If by any chance you are unable to merge vendors in QuickBooks or any of your queries remained unanswered, then in that case do not hesitate in discussing it with our QuickBooks support team.
You can contact our executives and experts via our toll-free number i.e. 1-800-880-6389. Our experts will ensure to answer all your queries and resolve all your issues associated with QuickBooks.
