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cbrmandi-gmail-c
Level 1

How can I merge a vendor and contractor?

 
2 Comments 2
ReymondO
Moderator

How can I merge a vendor and contractor?

Hello there, @cbrmandi-gmail-c.

 

I'd be glad to walk you through the detailed steps so you'll be able to merge your vendor and contractor names.

 

When merging two names, you'll need to make it similar to the one you're merging it with. Here's how:

 

  1. From the left menu, click Expenses.
  2. Choose the Vendors tab.
  3. Select the name of the contractor, then click Edit.
  4. Make sure to change the TitleFirst nameMiddle name, and Last name that similar to the contractor you're merging it with.
  5. Ensure that the Display Name is also the same.
  6. Click Save and select Yes to confirm the merge prompt.

 

Additionally, here's an article for your reference: How to Merge Accounts, Customers, and Vendors.

 

In case you need tips and related articles in the future, visit our QuickBooks Community help website for reference: QBO Self-help.

 

That's it! Don't hesitate to let me know if you have other concerns about merging names. I'll be around if you need any help.

ReymondO
Moderator

How can I merge a vendor and contractor?

Hi cbrmandi-gmail-c.

 

Hope you’re doing great. I wanted to see how everything is going about the merging two names concern you had yesterday. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

 

Looking forward to your reply. Have a pleasant day ahead!

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