How do I combine 2 vendors?

Hi,

By merging the two Vendors you can solve the issue, Edit the misspelled vendor and type the correct vendor name that with you want to merge and Save a message will popup asking you to confirm, confirm Yes.

Comment back for more details.

From the QBO API, how can I know a Vendor was merged?

Hi there, @ChrisBCI!

I'd be glad to redirect you to the best help available.

We have a separate forum called Intuit Developers Forum where you can ask and get helped about your concern on merged vendors in the QBO API. I suggest starting the same discussion there through this link: https://help.developer.intuit.com/s. Different developers, engineers, and programmers would be glad to help you out.

Please know you can always get back to us here in the QuickBooks Community if you have any "How Do I" or navigation questions. Have a great day!

In my case, I have created a journal entry that includes A/R & A/P with different currencies and can't save, so I had to  create a duplicate supplier and customer in USD in order to save the entry. Now I have duplicate suppliers and customers in CAD & USD. How to merge them?  Please help!

Hi there, @Blue320. 

When working with multiple currencies in QuickBooks, all transactions for a customer or vendor must be recorded in the currency you assigned to that customer or vendor. This means when you are creating a journal entry that includes accounts receivable (A/R) or accounts payable (A/P), the currency of the transaction, and the customers/vendors must all match.

Recording journal entries with mix currencies for customers or vendors may lead to incorrect open balances for them, or incorrect exchange gains or losses in your accounting. Thus, only one currency can be assigned to each name or account.

Currently, there's no direct way to merge your duplicate suppliers and customers with a different currency. You can follow the suggested solution of our Established Community Backer, john-pero to merge them.

Select a customer or vendor profile with the least number. Then, manually input the transactions to the selected or new profile. After that, you can either make the profile  inactive or merge them. You may refer to the following article for the steps to Merge Customers and Merge Customers: Merge Accounts, Customers, and Vendors.

Let me know if you have any questions by leaving a comment below. Have a great day. 

No message pops up to accept a merge. 

No message pops up to confirm the merge.

No message pops up to accept a merge.  I’m using QBO.

Hey there, @usersteve-uible. 

Thanks for following the thread. I'm happy to lend a hand with merging vendors in QuickBooks Online. 

The steps to merge vendors in QuickBooks Online are a little different than Desktop. Don't sweat. I've covered each step to do this below. 

Before we begin, please know that once you've merged your vendor profiles, this will be permanent and you won't be able to undo it later on. 

Let's get started.

1. Go to the Expenses menu.
2. Click on the Vendors tab.
   • 
3. Find and open the vendor profile you want to keep. Then hit edit.
   • 
4. Take note of the Company and Display name.
5. Go back to the Vendors tab.
6. Find and open the vendor you don't want to keep. Then select Edit.
7. Change the Company and Display name so they match the vendor profile you're keeping exactly. 
   • 
8. Tap on Save, then Yes to confirm.
   • 

Once the merge is completed, QuickBooks will automatically move past transactions from the duplicate to the vendor you want to keep. You can see additional details in Merge duplicate accounts, customers, and vendors in QuickBooks Online. 

Please let me know if you have further questions or concerns about this process. I'll be here every step of the way. Take care and have a fantastic week!

Quickbooks is asking me for a password prior to merging the two vendors.....is there a reason for this? Not sure what the password would be as the Admin login password is not working.

I appreciate you for joining the thread, @Admin134. I'm here to share with you some information about merging vendors in QuickBooks Desktop (QBDT).

The system will ask for a password once a closing date password is added from the Preferences. To proceed with the process, you can use that Closing Date Password when merging your vendor names.

You can follow these steps on how to see the correct password:

1. Go to the Edit menu, then click on Preferences.
2. Click on Accounting at the left pane, then go to the Company Preferences.
3. Tap on the Set Date/Password tab from the Closing Date section.
4. Take note of the Closing Date Password.
5. Enter that password when merging your vendors.

After that, you'll be able to merge the two names successfully. For an additional guide, you can open this article: Merge list entries in QuickBooks Desktop.

I'm also adding this link to learn more about the closing date and password in QBDT: Set or change a closing date and closing date password.

Aside from that, you can get more tips about handling your vendor transactions in the future through these articles:

• Accounts Payable workflows in QuickBooks Desktop
• Enter expenses, pay bills, write checks, and manage suppliers

If you have any other follow-up questions about merging vendors and other entries in QBDT, let me know by adding a comment below. I'm always here to help. Wishing you a good one!