cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Created with Sketch. Need to update your account details or payment information for QuickBooks Desktop? Click here for our step-by-step guide.
Created with Sketch. Need help running payroll? Watch our video or read the guide in our Product Tutorial.
Created with Sketch. Learn how to create and match bank rules in our video guide.
Created with Sketch. Get help with your T4A and T5018 forms.
Intuit

Merge list entries in QuickBooks Desktop

Learn how to merge accounts, customers, suppliers, and more in QuickBooks Desktop for Windows and Mac.

Entered the same item twice, but with different names? Don’t worry, you can merge duplicate entries and keep your lists accurate. We’ll show you how.

Before you begin:
  • Backup your company file in QuickBooks Desktop for Windows or Mac.
  • Switch your company file to "Single User" mode.
  • Clear any pending accountant changes.
  • Ensure multicurrency isn't turned on in QuickBooks Desktop for Windows.
  • Ensure the suppliers you want to merge aren’t:
    • Tax authorities
    • Tax exempt
    • Paid through online banking
    • Direct deposit suppliers

QuickBooks Desktop for Windows

Merge entries in Chart of Accounts, Item List, Customer List, and Employee List

  1. Go to the list that has the entries you want to merge.
  2. Copy the name of the entry you want to keep.
  3. Right-click the entry you don’t want to use, then select Edit.
  4. Paste the name you copied, then select Save & Close.
  5. Select Yes to merge the entries.

Note: (For Chart of Accounts) If you get a message that says “You cannot merge an account that has online information associated with it into another account”, you have an active bank feed on one of the accounts. Here’s how to turn off bank feeds.

Merge Suppliers List entries

QuickBooks Desktop for Windows 2019

  1. (QuickBooks Desktop Accountant Edition) Go to the Accountant menu, select Client Data Review, then Merge Suppliers.
    (QuickBooks Desktop Enterprise) Go to the Company menu, select Accounting tools, then Merge Suppliers.
  2. Select the suppliers you want to merge, then select Next.
  3. Select a Master Supplier, then Merge.
  4. Select Yes to merge the suppliers, then OK.

QuickBooks Desktop for Windows 2018 and below

  1. Go to the Suppliers menu, select Supplier Centre.
  2. Copy the name of the supplier you want to keep.
  3. Right-click the supplier you don’t want to use, then select Edit Supplier.
  4. Paste the name you copied, then select OK.
  5. Select Yes to merge the suppliers.

QuickBooks Desktop for Mac

Merge entries in Chart of Accounts, Item, Customer:Job, Supplier, Employee, and Other Name

  1. Go to the list that has the entries you want to merge.
  2. Copy the name of the entry you want to keep.
  3. Select the entry you don’t want to use, then select the pencil icon to edit it.
  4. Paste the name you copied, then select OK.
  5. Select Yes to merge the entries.

Was this helpful?

You must sign in to vote, reply, or post