Space for pervasive banner when authenticated
Merge list entries in QuickBooks Desktop
Learn how to merge accounts, customers, vendors, and more in QuickBooks Desktop for Windows and Mac.
If you enter the same item twice with different names, you can merge them and keep your lists accurate. We'll show you how.
Before you merge make sure:
Switch your company file to "Single User" mode.
Clear any pending accountant changes.
Multicurrency is off in QuickBooks Desktop for Windows.
The vendors you want to merge aren’t:
Tax authorities
Tax exempt
Paid through online banking
Direct deposit vendors
QuickBooks Desktop for Windows
Merge entries in Chart of Accounts, Item List, Customer List, Vendor List and Employee List
Go to Lists, then select the list that has the entries you want to merge.
Copy the name of the entry you want to keep.
Right-click the entry you don’t want to use, then select Edit.
Paste the name you copied, then select Save & Close.
Select Yes to merge the entries.
Note: If you get the message, “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.
Use the Merge Vendors tool in Accountant and Enterprise editions
Accountant Edition: Go to Accountant, select Client Data Review, then select Merge Vendors.
Enterprise edition: Go to Company, select Accounting tools, then select Merge Vendors.Select the vendors you want to merge, then select Next.
Select a Primary Vendor, then Merge.
Select Yes to merge the vendors, then select OK.
QuickBooks Desktop for Mac
Merge entries in chart of accounts, Item, Customer:Job, Vendor, Employee, and Other Name
Re-name to merge:
Go to Lists, then select the list that has the entries you want to merge.
Copy the name of the entry you want to keep.
Select the entry you don’t want to use, then select the pencil icon to edit it.
Paste the name you copied, then select OK.
Select Yes to merge the entries.
Use the Merge menu item:
Go to Lists, then select the list that has the entries you want to merge
Select the name of the entry you want to remove
Go to Edit, then select Merge.
Note: You can also right-click the entry and select Merge.Select the name of the entry you want to keep.
Select Merge to merge the entries.
Select Yes to confirm the merge operation.
Sign in now for personalized help
See articles customized for your product and join our large community of QuickBooks users.
Call Sales: 1-800-365-9606
