QuickBooks keeps bringing features to make your accounting easier. The feature to facilitate merge vendors in QuickBooks is one similar step. It helps you streamline your transactions and saves your time by consolidating individual transactions. Through this article, we will tell you how to merge vendors in QuickBooks.
If you are struggling to merge vendors in QuickBooks or need our assistance for anything regarding QuickBooks then contact us at our (800)-417-5147
You might wonder why you should merge vendors in QuickBooks desktop. It can be very helpful if you have to avoid duplicate vendor transactions.Merging saves you time as otherwise, you would need to delete vendors after transferring their transactions manually.You can have all your transactions at one place after completing the process. You can merge four vendors at a time.
There are a few key points that you should keep in mind before QuickBooks merge vendors. These are as follows:
You should create a backup your company files before proceeding to merge vendors in QuickBooks.
You should operate this process in Single User Mode.
Ensure that all the accountant changes have been completed
Do not use the Accountant’s Copy File to merge vendors.
Turn off the Multi-Currency.
You should not merge Tax exempted vendors or authorities. Do not merge direct deposit vendors or those paid through online banking.
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After taking care of all the key-points stated above, let us move to the process of how to merge vendors in QuickBooks Desktop. Steps are as follows:
Step -1: Go to the ‘Accountant’ section and then click on ‘Client Date Review’ and then on ‘Merge Vendors’ to reach the Merge vendors window.
Step -2: Select the vendors you have to merge and then click on the ‘Next’ button.
Step -3: Now, you have to select the Master Vendor and then press the ‘Merge’ button to initiate the merge process.
Step -4: You will be prompted to confirm the proceeding. Press the ‘Yes’ button and then click on OK button when Merge complete window appears.
Your desired vendors would be merged in one and now you have your transactions streamlined. The process to merge may differ slightly in different versions and variants of QuickBooks.
Through this article, we explained to you the process to merge vendors in QuickBooks. If you still need help to merge vendors or for anything regarding QuickBooks, then contact us at our (800)-417-5147.
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