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Intuit

Merge Accounts, Customers, and Suppliers

Learn how to merge Accounts, Customers, and Suppliers in QuickBooks Desktop.

Merging helps organise and keep track of your finances by consolidating transactions and removing duplicate accounts.

Reminders:
  • Backup your company file before proceeding
  • Switch the company file to "Single User" mode
  • No pending accountant changes
  • Multi-currency is not turned on
  • The suppliers you are merging are not:
    • Tax authorities
    • Tax exempt
    • Paid through Online Banking
    • Direct deposit suppliers

Merge Accounts

  1. Select Accountant menu, then choose Chart of Accounts.
  2. Take note or copy the name of the account that you would like to keep.
  3. Right-click the name of the account that you would like to merge, then select Edit Account.
  4. Replace the account name with the one you took note of or copied, then select Save & Close.
  5. A prompt will appear, select Yes to merge the account. 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.

Merge Customers

  1. Select Customer menu, choose Customer Centre.
  2. Take note or copy the name of the customer that would like to keep.
  3. Right-click the name of the customer that you would like to merge, then select Edit Customer: Job.
  4. Replace the customer name with the one you took note of or copied, then select OK.
  5. A prompt will appear, select Yes to proceed with the merge.

Merge Suppliers

QuickBooks Desktop 2019

  1. Access the Merge Suppliers window.
    • If you are using QuickBooks Desktop Accountant Edition:
      1. From the Accountant menu, select Client Data Review, then choose Merge Suppliers.
    • If you are using QuickBooks Desktop Enterprise:
      1. From the Company menu, select Accounting tools, then choose Merge Suppliers.
  2. On the Merge Suppliers window, select the suppliers to be merged then choose Next.
  3. Select a Master Supplier, then choose Merge.
  4. Select Yes on the Confirmation prompt, then choose OK on the Merge Complete window.

QuickBooks Desktop 2018 and below

  1. Select Suppliers menu, then choose Supplier Centre.
  2. Take note or copy the name of the supplier that you would like to keep.
  3. Right-click the name of the supplier that you would like to merge, then select Edit Supplier.
  4. Replace the supplier name with the one you took note of or copied, then select OK.
  5. A prompt will appear, select Yes to proceed with the merge.

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