Merge Duplicate Vendors in QuickBooks Desktop

Merge Dulicate Vendors in QuickBooks Desktop

In this article, we will discuss the merger of duplicate vendors in QuickBooks Desktop. Sooner or later from users of QuickBooks who manage online banking from within QuickBooks desktop software, you must merge vendors into QuickBooks. The need to merge multiple vendors into QuickBooks develops due to duplicate entries in the vendor’s list. QuickBooks Desktop provides advanced features that allow you to easily merge duplicate vendors into QB desktops. These features allow you to combine up to four vendors, consolidate all transactions for one master vendor, and update information as needed. By using this new feature, you can save a lot of time cleaning up your vendor list. If you want to merge duplicate vendors in QuickBooks Desktop then you can follow this instruction and merge duplicate vendors in QB Desktop.

Before merging vendors, you must ensure:

  • Your company file is in single-user mode.
  • Assure you are not using a.QBA file.
  • After that, multi-currency is not triggered.
  • Whether the vendors are merging or not:
    • Tax authorities
    • Tax exemption
    • Paid through online banking
    • Direct deposit seller

Merger vendor in QuickBooks desktop (Earlier versions)

  • Open QuickBooks from the Vendor Center clicks vendors.
  • The names of the vendors are written down which needs to be merged.
  • Then locate the vendor that needs the merger and right-click it.
  • Edit or enter the name of the vendor you want to merge.
  • Click OK and once the confirmation screen pops up.

Merge for duplicate vendors in QuickBooks Desktop:

  • Access the Merge Vendors window.
    • Use the accountant version: Get the Company menu, choose Accounting Tools, and then click Merge Vendors.
    • Use QuickBooks Desktop Enterprise: Get the Company menu, choose Accounting Tools, and then click Merge Vendors.
  • On the Merge Vendors window, select Vendors and then click Next.
  • Choose a master vendor then click Merge.
  • If you have not yet created a backup and you want to have one before you merge the vendors, click backup and merge instead.
  • Click Yes on the confirmation prompt and fix it on the Merge Complete window.

How to merge multiple vendors in QuickBooks Desktop?

They will find an entirely new way to merge multiple vendors using the accountant version of QuickBooks and QuickBooks Enterprise v18 (all versions). Notwithstanding the fact that we have the ability to merge one vendor into another vendor, this new tool represents a better way to find, sort, and compare vendors that need to be merged into a toggle.

Using this new tool you can merge up to four vendors at once. While this feature will work in most cases, not all vendors are eligible for a merger. For example, you cannot merge transactions with direct deposits to vendors or via bank feeds. You also cannot merge vendors who are into sales tax (or non-US version VAT tax) agencies. Another limitation associated with QuickBooks files is the use of multiple books. To use this feature:

  • Select the master vendor that you want to maintain in QuickBooks, and then select three other vendors that you want to merge with your master vendor.
  • Select the relevant information from the other vendor you want to retain and transfer to your master vendor.
  • QuickBooks forces you to make a backup of your company’s file before the actual merger.
  • QuickBooks proceeds with migrating any identity details that you select from other vendors to the master vendor.
  • After that, it merges all transactions from other vendors to the master vendor.
  • As a result of the process, QuickBooks displays a message that confirms the “merge complete” that reminds you of the location of the backup file previously taken from the merge vendors.

This new feature is designed to provide more options to accountants and proAdvisor and better control over the merge process for duplicate vendors, we may also see additional use for this functionality.

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