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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 “Merge Customer and Vendors in QuickBooks. 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 the transactions and removing duplicate accounts and data.

Before 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:

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

Merge Customer

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

Merge Vendors

For QuickBooks 2019

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

For QuickBooks Desktop 2018 and below

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

How to contact us

For more information or any help, dial +1844-313-4856 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 your self 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.

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