QuickBooks Merge Vendors, Suppliers And Customers

 Complete Help Guide To Merge Vendors in QuickBooks Desktop

If you should be a QuickBooks user who manages online banking from in the QuickBooks Desktop application then sooner or later you will require to merge vendors in QuickBooks. The requirement to merge multiple vendors in QuickBooks evolves because of duplicate entries within the vendors list. Duplicate entries into the vendors or customers list caused it to be hard to seek out a specific transaction for a client or a vendor. With all the latest feature of QuickBooks for accountant 2019 you can easily merge as much as four vendors at a time that makes the merging process effortless when it comes to user. For detailed instructions on how to merge vendors in QuickBooks follow the complete article through to the end.

Important Points to Consider before Merging Vendors in QuickBooks

• Remember to take a protected backup of the QuickBooks company file before merging vendors in QuickBooks.
• In the event that you are running QuickBooks in Multi-User mode then switch it to Single-User mode.
• Make sure the Multi-Currency feature in turned-off.
• Ensure you are not merging Tax Authorities vendors, Paid through Online Banking, Tax Exempt, and Direct Deposit vendors.
• The merge process cannot be undone so be sure you merge the accounts when you actually need it.
• If you would like undo a merge then the best way is always to restore the backup of the data file.

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Merge Vendors in QuickBooks Desktop 2018 and earlier incarnations

• Open QuickBooks and from the Vendor Center click Vendors.
• Put in writing the name associated with vendors that should be merged.
• Now locate the seller that needs merging and right-click it.
• Choose Edit and go into the name for the vendor that you would like to merge it with.
• Click OK and once the confirmation screen pops up click Yes.

Steps to Merge Vendors in QuickBooks Desktop 2019

• Open QuickBooks Desktop 2019 and navigate towards the Merge Vendor window.
• For Accountant version go to the Accountant section select Client Data Review and then click Merge Vendors.
• QuickBooks Desktop Enterprise users go right to the Company tab, choose Accounting Tools and then select Merge Vendors.
• Now select the vendors that you want to merge and click Next.
• Now find the vendor where you wish to merge one other vendor and click Merge.
• After the confirmation window pops up click Yes and then hit OK regarding the Merge Complete message.

Following the method stated earlier you can easily merge vendors in QuickBooks however you must plan everything before merging because it can not be undone. If you wish to consult a professional specialist before QuickBooks Merge Vendors, Suppliers And Customers then you can certainly e mail us at our direct helpline number.

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