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Dlmm324
Level 2

Is there a way to merge two supplier accounts into one, they both have transactions in them. Using QBO

 
1 Comment 1
Rebecca R
QuickBooks Team

Is there a way to merge two supplier accounts into one, they both have transactions in them. Using QBO

Hello Dlmm324,

Merging your suppliers is a fantastic way to keep your supplier list clean, which in turn makes it easier for you to keep track of money movement in your business. The steps are easy in QuickBooks Online, let me go over them with you so you can complete this task and get back to doing what you love.

 

Before you begin merging suppliers, you'll want to make sure that you've moved any important information from the supplier profile that you won't be keeping, to the one you will be keeping. You'll also want to ensure that both suppliers are using the same currency. If not, you won't be able to merge them. Once you're ready to proceed, please follow these steps:

 

  1. From the Expenses menu, navigate to the Suppliers tab.
  2. Select the name of the supplier you don't want to use, then select Edit.
  3. Change the Title, First name, Middle name, and Last name to make it identical to the supplier you'll merge it with.
  4. Make sure the display name is also matching.
  5. Select Save, then Yes to confirm the merge.

 

I want to leave you with an article that goes over how to merge not only suppliers, but customers and accounts as well. I'm confident that it'll be a helpful resource for you.

 

 

Let me know if you have any follow-up questions. I'm here to help!

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