How to Merge Vendors or Suppliers in QuickBooks?

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Merge Vendors or Suppliers in QuickBooks
 

QuickBooks new advanced features enable users to seamlessly merge accounts, clienteles, or vendors and traders in a matter of few minutes. However, you need to bear in mind one most important fact in your mind that the process of merging usually results in deletion of one account, customer, or vendor/supplier and allocates all its data to somewhere else. Through this article, we will discuss in details about the merging process of vendors or suppliers in your QuickBooks.

Important Note: However, you need to bear the fact in mind that the merging process is not revocable. It is something that can’t be undone provided once the step has been taken. So if you are not very confident in doing the process at your own, you can touch base with our AccountingHub team of QuickBooks professionals.

  • Merging of Accounts

Merging Accounts Restrictions

  • There are some types of accounts that cannot be reformed or cannot be merged into a current account owing to their Category. The Unclassified Asset is one illustration of this type of account. If the end user, who is making use of the online banking provision makes an attempt to modify the Type to a something different chances are the given below warning message will appear:

“Please rectify the following errors: You are not permitted to modify the type of this account since it is only for the Online Banking attribute.”

  • Besides this, there are other accounts as well which you can’t remove or merge by yourself as they are the ones required by the system like Opening Balance Equity, Un-deposited Funds, etc. Call our QuickBooks experts to know more.
  • Another important point, if one of the accounts that you are trying to merge got an icon in the name, an error message will display. Delete the symbol first and retry to merge.
  • In case, you are trying to merge bank accounts that have settlement reports, then it will be erased from the account that has been combined but the reconcile status (R) will continue on the merged transactions.

Merging Clienteles

  • Choose ‘Sales’ option from the left click menu
  • After that, click on Customers option that is on the top.
  • Click on the customer name you don’t want to use then select ‘Edit’ from the right click.
  • Modify the Designation; First, Middle, and last name, and Suffix to make it duplicate to the client you’re trying to merge with. Display Name need to be same.
  • Lastly, choose ‘Save’ tab to merge the two customers.

Vendors/Suppliers-How to Merge?

  • Select ‘Expenses’ tab from the left-click menu.
  • After this, go to ‘Vendors’ option
  • Choose the vendor or supplier name that is not to be used and click on ‘Edit’ option.
  • Modify the Designation, First, Middle, and last name, make it duplicate to the client you’re trying to merge with. Display Name need to be same.
  • Lastly, choose ‘Save’ tab to merge the two customers.

Have got queries related to merging of suppliers or vendors? If yes, then do connect with our AccountingHub team of qualified experts and get instant solutions for all your QuickBooks related problems. Our QuickBooks experts proffer support with precision. To connect with AccountingHub QuickBooks helpdesk, call us at our helpline number +1844-313-4856

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