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kathleen20
Level 1

How do I merge 2 payee accounts (one is a duplicate with different spelling of name)

 
3 Comments 3
Adrian_A
Moderator

How do I merge 2 payee accounts (one is a duplicate with different spelling of name)

 

Good day, kathleen20.

 

I've got you on how to merge the vendor's name. Just a heads up, you can undo this action later on.

 

Here's how to merge:

 

  1. From the Expenses tab, select Vendors.
  2. Click the vendor's name.
  3. Enter the name of the vendor that you want to keep.
  4. On the Please Confirm page, select Yes.

 

Screenshot.jpg

 

In addition to this, if you want to merge accounts and customers, you can check this reference: Merge duplicate accounts, customers, and vendors.

 

I've also added this article about handling vendor transactions in the future: Expenses and vendors 

 

You can always count on me if you encounter errors in managing vendor transactions. Have a good day!

kathleen20
Level 1

How do I merge 2 payee accounts (one is a duplicate with different spelling of name)

Thank you for the reply to my question. I so pleased to receive help with this:

A "please confirm" page did not come up once I selected the account name I wanted to keep. Now what?

MichelleBh
Moderator

How do I merge 2 payee accounts (one is a duplicate with different spelling of name)

I want to ensure that you can successfully merge your duplicate vendors, @kathleen20.

 

I have additional steps, so the Please confirm window will pop up after changing the vendor's name. Displaying this page will ensure that the duplicate name will merge.

 

The Display name as field may not match the full name of your vendor. That's why the Please confirm page did not display. To fix this, do the following: 

 

  1. Go to the Expenses tab and select Vendors
  2. Click the incorrect vendor name in the list and modify the name. 
  3. Ensure that the Display name as the field matches your client's first name. 
  4. The Please Confirm window should pop up. 
  5. Click Yes to confirm, then Save

 

If the problem persists, you may disable the client's profile so it'll hide in the list and reports. To do so, click the Make Inactive button on the vendor profile. See the sample screenshot below for more guidance: 

 

Further, check out this article on how to manage vendor payments, credits, bills, expenses, and other related matters: Expenses and vendors FAQS.

 

Fill me in if you have any other questions. I'll be sure to get back to you. Take care always, kathleen.

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