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JMW3877
Level 2

Merging vendor files in QB 18

Hi,

 

We import data into QB, and duplicate vendors are often created because of an extra space or punctuation mark. We're now nearly out of room for vendors. If we edit vendors to merge them into one, will that affect previously reconciled accounts, and will it affect the audit trail - will prior year transactions appear to have been modified?

 

Thanks

Solved
Best answer September 23, 2020

Best Answers
Ryan_M
QuickBooks Team

Merging vendor files in QB 18

Hi @JMW3877,

 

I've got your back on your query about merging vendors in your QuickBooks Desktop (QBDT) company. 

 

Whenever you merge vendors, their transactions are consolidated. The same thing will happen to the audit trail of the affected transactions. There aren't any changes to the reconciliation status, or modify prior year transactions.

 

Before you proceed, ensure these duplicate vendors aren't:

  • Tax authorities
  • Tax-exempt
  • Paid through Online Banking
  • Direct deposit vendors

Follow these steps to merge vendors in QBDT 2018:

 

  1. Go to the Vendors menu.
  2. Choose Vendor Center.
  3. Copy the name of the vendor you'd like to keep. 
  4. Right-click the name of the vendor that you would like to merge, then select Edit Vendor.
  5. Replace the vendor name with the one you copied earlier, then hit OK.
  6. Press Yes on the prompt that will appear. 

I'll leave this article here as well: Merge Accounts, Customers, and Vendors. Other than the steps to merge vendors, it also has the steps for customers and accounts. 

 

Direct other questions you may have in the comments below. I'll get back to you as soon as I can. 

View solution in original post

1 Comment
Ryan_M
QuickBooks Team

Merging vendor files in QB 18

Hi @JMW3877,

 

I've got your back on your query about merging vendors in your QuickBooks Desktop (QBDT) company. 

 

Whenever you merge vendors, their transactions are consolidated. The same thing will happen to the audit trail of the affected transactions. There aren't any changes to the reconciliation status, or modify prior year transactions.

 

Before you proceed, ensure these duplicate vendors aren't:

  • Tax authorities
  • Tax-exempt
  • Paid through Online Banking
  • Direct deposit vendors

Follow these steps to merge vendors in QBDT 2018:

 

  1. Go to the Vendors menu.
  2. Choose Vendor Center.
  3. Copy the name of the vendor you'd like to keep. 
  4. Right-click the name of the vendor that you would like to merge, then select Edit Vendor.
  5. Replace the vendor name with the one you copied earlier, then hit OK.
  6. Press Yes on the prompt that will appear. 

I'll leave this article here as well: Merge Accounts, Customers, and Vendors. Other than the steps to merge vendors, it also has the steps for customers and accounts. 

 

Direct other questions you may have in the comments below. I'll get back to you as soon as I can. 

View solution in original post

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