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Intuit

Merge Accounts, Customers, and Vendors

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

Merging helps organize 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 vendors you are merging are not:
    • Tax authorities
    • Tax exempt
    • Paid through Online Banking
    • Direct deposit vendors

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 Center.
  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 Vendors

QuickBooks Desktop 2019

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

QuickBooks Desktop 2018 and below

  1. Select Vendors menu, then choose Vendor Center.
  2. Take note or copy the name of the vendor that you would like to keep.
  3. Right-click the name of the vendor that you would like to merge, then select Edit Vendor.
  4. Replace the vendor 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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