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olivier-atlchefs
Level 1

Can i merge contactor profiles with two different emails?

 
1 Comment 1
VoltF
QuickBooks Team

Can i merge contactor profiles with two different emails?

Hello there, Olivier.

 

Yes, you can merge other types of profiles in QuickBooks Online (QBO), such as customer, vendor, and employee profiles. The process is similar to merging contractor profiles. I'd be happy to guide you through the process with detailed steps.

 

Keep in mind that merging vendor profiles is permanent. You can't undo this later on. Here’s a general guide:

 

Edit the Profile You Want to Keep:

 

  1. Go to Expenses.
  2. Select Vendors.
  3. Find the profile you want to keep and click Edit.
  4. Change the name or email address to a temporary one.

 

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Edit the Duplicate Profile:

 

  1. Go back to the Vendors tab.
  2. Find the duplicate profile and click Edit.
  3. Change the name or email address to match the one you want to keep.
  4. Select Save, then Yes to confirm.

 

After the merge, revisit the merged profile and update the information with the correct details. This method ensures that all data is consolidated under one profile while maintaining accurate information.

 

For more detailed information on the process, I recommend reading this article: Merge duplicate accounts, customers, and vendors in QuickBooks Online.

 

In addition, you may refer to this article to customize any financial report generated in QuickBooks: Customize Report in QuickBooks Online.

 

Please tag my name in your reply if you have other questions about managing contractor accounts in QBO. I'm more than willing to assist you further. Have a pleasant day!

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