How To Merge Vendors In Quickbooks

1. Steps to Resolve Duplicate Vendors
2. Deactivate the Duplicate Vendors
3. What Happens After the Merge?

1. Steps to Resolve Duplicate Vendors

In QuickBooks Online (QBO):

1. Choose the Vendor to Keep: Open the vendor you want to keep and make a note of its details.

   

2. Edit the Duplicate Vendor: Rename the duplicate vendor to exactly match the vendor you want to keep (including spaces, capitalisation, and punctuation)

3. Go to Vendors: Navigate to Expenses > Vendors.

   

4. Save and Confirm Merge: QuickBooks will prompt you to confirm the merge.

5. Select Yes to proceed.

   
   

    

2. Deactivate the Duplicate Vendors

If you prefer not to merge or there's no overlap in transactions:

In QuickBooks Online:

1. 1. Go to Expenses > Vendors.

   2. Select the duplicate vendor, click Edit, and check the Inactive box or change the status to inactive.

      

       

       

3. What Happens After the Merge?

1. Transactions Move to the Primary Vendor: All transactions, history, and details from the secondary vendor will be transferred to the primary vendor.

2. The Secondary Vendor is Removed: The secondary vendor will disappear from the vendor list.

3. Permanent Change: The merge cannot be undone, so double-check before proceeding.