Skip to main content

SUMMER SAVINGS 90% OFF QuickBooks for 3 months* Ends 8/27

Buy now
Switch to QuickBooks and 70% off for 3 Months
Level 7
January 12, 2019
Question

How do I merge a contractor.

  • January 12, 2019
  • 8 replies
  • 23 views
No text available

8 replies

john-pero
Level 12
January 12, 2019

To merge two names that are on the same list: rename the one exactly same same as the other and accept the merge prompt.

 

Left banner, Expenses, Vendors, select vendor. Pencil icon to edit.

May 22, 2019

That doesn't work for me. I get the message that I already have someone by that name so I need to add a middle initial. No prompts to merge.

JoesemM
QuickBooks Team
January 15, 2021

Neither of these recommendations work for me.


Hello there, @tfcnyc.

 

Ideally, you should be able to merge your contractors by following the steps shared by my colleague above. Since you're unable to do so, I'd suggest logging into your QBO account via an incognito window. This feature doesn't use the existing cache files, which makes it a good place to determine if there's an issue with the browser. 

 

Here are the keyboard shortcuts: 

  • Safari: Command + Shift + N 
  • Google Chrome: CTRL + Shift + N
  • Mozilla Firefox or Microsoft Edge: CTRL + Shift + P 

 

Once signed in, go back to the Expenses menu and merge the contractors from there. If it works, let's clear the cache of your main browser. This helps remove its stored cache so it'll function efficiently.

 

However, if private browsing doesn't work, I recommend using different browsers. For more details, see this article's Supported browsers section: System Requirements For QBO

 

For more details on how to merge your contractors, check out this article: How to merge accounts,customers, and vendors.

 

Also, may I ask if you encounter any errors while merging your contractors? Any additional information is highly appreciated.

 

In case you need to prepare and file your Federal 1099s, I'm adding this article for you:  Prepare and file 1099s.

 

You can always post your questions here if you need anything else. Take care!