Merging

Jen-and-David · ‎October 12, 2022

My client wants to know if they can merge a vendor with an employee. The employee was accidentally set up as a vendor from the beginning. I know you can merge up to 4 vendors together, but I'm not sure that you can merge two entities that aren't the same entity type (vendor/employee as opposed to vendor/vendor). I'm looking for if it can happen at all, if it makes sense to merge, and what should I know once this merge is made.

MadelynC · ‎October 12, 2022

Good day, @Jen-and-David. I’m here to share some info about the merging process for vendors.

In QuickBooks Online, merging different profiles or entity type isn’t possible. Vendor information must the same, so you ended up with one. Please know that QuickBooks moves transactions from the duplicate to the vendor you want to keep.

Check out this reference to learn more: Merge duplicate accounts, customers, and vendors in QuickBooks Online.

Also, here’s the expenses and vendors guide in QuickBooks. This will give you more details about your business and cash flow through proper bookkeeping practices.

I’ll be here to help if you have any other questions or concerns besides merging vendors. Just add them to your reply below. Always take care!

View solution in original post

MadelynC · ‎October 12, 2022

Good day, @Jen-and-David. I’m here to share some info about the merging process for vendors.

In QuickBooks Online, merging different profiles or entity type isn’t possible. Vendor information must the same, so you ended up with one. Please know that QuickBooks moves transactions from the duplicate to the vendor you want to keep.

Check out this reference to learn more: Merge duplicate accounts, customers, and vendors in QuickBooks Online.

Also, here’s the expenses and vendors guide in QuickBooks. This will give you more details about your business and cash flow through proper bookkeeping practices.

I’ll be here to help if you have any other questions or concerns besides merging vendors. Just add them to your reply below. Always take care!

Zshay · ‎February 28, 2024

Hello,

I need to merge two QB companies into one QB company, cloud based.

The question I have is one of the bank accounts have been reconciled for year end 2023 and have 20 or so outstanding checks that have not cleared. How do I get the bank reconciliation in January 2024 to show the outstanding checks from 2023?

Thanks,

Zshay

Candice C · ‎February 28, 2024

Good evening, @Zshay.

Thanks for chiming on this thread.

Some users go about it a different way, such as undoing and redoing the previous reconciles. Here's more details you can look over: Undo a client's reconciliation in QuickBooks Online Accountant.

However, we recommend consulting with your accountant to be sure of which route would be better for your business.

I'm only a post away if you need me again. Take care!

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