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Intuit

Merge Accounts, Customers, and Vendors

In QuickBooks Desktop you can easily merge Accounts, Customers, and Vendors. By merging, you can consolidate all transactions without needing to enter transactions again one by one and update information as needed.

Reminders:

  • Backup your company file before proceeding.
  • Switch the company file to "Single User" mode.
  • No pending accountant changes
  • You are not using an Accountant’s Copy File (.QBA).
  • Multi-Currency is not turned on.
  • The vendors you are merging are not:
      • Tax Authorities
    • Tax exempt
    • Paid through Online Banking
    • Direct Deposit Vendors

Merge Accounts

  1. Access the Chart of Accounts.
  2. Right-click the name of the account that you would like to keep and select Edit Account.
  3. Take note or copy the name of the account.
  4. Return to the Chart of Accounts by selecting Cancel.
  5. Right-click the name of the account that you would like to merge and select Edit Account.
  6. Replace the account name with the one you took note of or copied and select OK.
    Note: If you receive a prompt saying "You cannot merge an account that has online information associated with it into another account" This means you have bank feeds activated that needs to be deactivated, kindly refer to Deactivate Bank Feeds for an account.
  7. A prompt will appear, select Yes to proceed with the merge.

Merge Customers

  1. Select Customer menu and choose Customer Center.
  2. Right-click the name of the customer that you would like to keep and select Edit Customer.
  3. Take note or copy the name of the customer.
  4. Return to the Customer Center by selecting Cancel.
  5. Right-click the name of the customer that you would like to merge and select Edit Customer.
  6. Replace the vendor name with the one you took note of or copied and select OK.
  7. A prompt will appear, select Yes to proceed with the merge.

Merge Vendors

QuickBooks Desktop 2019

  1. Access the Merge Vendors window.
    • If you are using QuickBooks Desktop Accountant Edition: From the Accountant menu, select Client Data Review then click Merge Vendors.
    • If you are using QuickBooks Desktop Enterprise: From the Company menu, select Accounting tools then click Merge Vendors.
  2. On the Merge Vendors window, select the vendors to be merged then click Next.
  3. Select a Master Vendor then click Merge.
    Note: Only the Master Vendor's information will be kept.
  4. Select Yes on the Confirmation prompt and choose OK on the Merge Complete window.

User-added image

QuickBooks Desktop 2018 and below

  1. Select Vendors menu and choose Vendor Center.
  2. Right-click the name of the vendor that you would like to keep and select Edit Vendor.
  3. Take note or copy the name of the vendor.
  4. Return to the Vendor Center by selecting Cancel.
  5. Right-click the name of the vendor that you would like to merge and select Edit Vendor.
  6. Replace the vendor name with the one you took note of or copied and select OK.
  7. A prompt will appear, select Yes to proceed with the merge.