How to Merge Vendors in QuickBooks Desktop?

The robust features and functionalities of QuickBooks accounting software are adored by business owners all around the world. The ability for consumers to combine vendors is just one of the software’s many positive aspects. According to QuickBooks’ most recent innovation, the user can easily merge vendors at once. Can I combine Vendors in QuickBooks? This is one of the most often asked issues that we hope to address in this article. In QuickBooks, how many vendors may be combined? How many vendors be combined in QuickBooks? What do you mean when you say that QuickBooks merges vendors? If you have a similar question, keep reading the post to get all your doubts answered.

One of the primary reasons why this software is a hot favorite among the entrepreneurs is its manifold constructive functionalities, and merging vendors tops the list.

As per the latest update in QuickBooks desktop, users are allowed to merge as many as four vendors at a time, without any hassle.

Merging Vendors in QuickBooks

Many QuickBooks users are unsure that merging vendors is possible. Users can combine all transactions through the process of merging vendors. The fact that consumers are not forced to enter transactions repeatedly and one after another is the nicest feature. The merging procedure eliminates one vendor while simultaneously reassigning all relevant data to the other vendor. It should be remembered that after these processes are finished, nothing can be undone. Everything, from the deletion of one vendor to the transfer of the data to another, is therefore permanent.

Some Points to Remember Before Beginning with the Merging Procedure

If you have been using QuickBooks for quite some time now and have been handling online banking from a QuickBooks Desktop application, you must be aware of the fact that you need to merge your vendors at a point in time.

This is because, when you merge multiple vendors in QuickBooks Desktop, you prevent duplicate entries in your vendors’ list.

However, in order to merge vendors in QuickBooks Desktop, there are certain aspects you need to take into consideration, some of which are mentioned below:

• Taking a completely secure backup of QuickBooks file is one the most crucial points to take care, in order to prevent any form of data loss.
• Always ensure that you never turn on the Multi-currency feature.
• One of the crucial things to consider is that the merging process is irreversible and permanent. Hence, it is highly recommended to double-check before the vendor accounts are merged to prevent merging any other account that was not required to be merged.
• Make sure that you are in a single-user mode and not in multi-user mode. In case you are using the multi-user mode, just change into single-user mode immediately.
• The user is also needed to make sure that he/she is not merging vendors who have paid through online banking, tax authorities, or direct deposit vendors.
• If you require undoing any merge, restore the backup of the particular data file.

Why do You need to Merge Vendors in QuickBooks Desktop?

The merging of vendors in QuickBooks is like a boon for users who have given an extra edge to the business. When you merge vendors in QuickBooks, it enables the users to combine all the transactions.

In this whole scenario, the best thing is users are not required to add the transactions, again and again, one after one. When you merge your vendors, you delete a vendor and simultaneously, assign the entire data that is relevant to other vendors.

Once all the steps are over, it must be duly noted that the process cannot be reversed. This signifies that the merger is permanent just like the deletion of one vendor’s data to another.

How to Merge Vendors in QuickBooks Desktop?

Here are the steps to merge vendors in QuickBooks Desktop 2018. Make sure you follow them accordingly:

• In your QuickBooks account, go to the Vendor Center and select Vendors.
• Take a note of the vendor which you need to merge.
• Find that vendor which needs merging and then right-click on it.
• Select Edit and add the name of the vendor with whom you want to merge it with.
• Select OK and then when you see the confirmation screen, select the Yes button.

Steps to Merge Vendors in QuickBooks Desktop in 2019

• In your QuickBooks 2019, go to the Merge Vendors window.
• For your particular Accountant version, open the Accountant section and choose Client Data Review and then select Merge Windows.
• The QuickBooks Desktop Enterprise users navigate to the Company tab, select Accounting Tools, and then choose Merge Windows.
• Now choose the vendors that you wish to merge with and then select Next.
• Now choose the vendor where you wish to merge the other vendor and then choose Merge.
• When you receive the confirmation, a window will pop up and select Yes and then click OK on the particular Merge Complete message.

Merging Vendors in QuickBooks Desktop 2018 and below

• First, select the Vendors menu and then choose Vendor Center
• Then the user should right-click on the Vendor’s name to keep, which will be followed only by selecting Edit Vendor
• Now you have to copy the vendor’s name
• To return to the vendor center click on the Cancel option
• Then users have to right click on the vendor’s name to merge them, and then click on Edit Vendor
• Now the user is required to replace the vendor name with one copied and after that click on OK
• Lastly, you have to click on the Yes option. After that on the screen when a message will get displayed then proceed to merge.

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