Do you ever accidentally create multiple vendors with the same name?
Learn how to Merge Vendors with similar names inside QuickBooks Online. 😊
Looking for the Desktop Version of this video? Click here: https://canduskampfer.com/merge-vendors-with-similar-names-inside-quickbooks
Steps on how to Merge names in QuickBooks Online:
Go under, Expenses
- Decide which one you want to keep and which one you want to merge it into.
- Click the one you want to keep
- Go up and click “Edit”
- Fix the typo in the name
- Click “Save”
- Screen pop-up will show “The name is already being used, would you like to merge the two?
**Remember: Once you merge, you can no longer unmerge
You can do this with any of your list. Be careful in using this in your Chart of Accounts bank Accounts)
- Click “Yes”
- When you review your Vendors, you will only see one.
And when you open it you will see all the transactions under the other one before.
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Have you been using QuickBooks for a while, but when you pull a report you just don’t understand what it’s saying?
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Thank you! This is one of those things that was driving me crazy!
Yay Susan! I’m so glad this helped you. 🥰 ~Kindra/Team Candus
Do you ever offer a chance at a scholarship( free tuition) for your courses? I am the bookkeeper for a small company that is not interested in paying for me to increase my skills, and I am not in financial position to invest in myself at this time, but I would love to become more proficient as I have kind of winged it and learned along the way.
We do not but we do giveaways occasionally. We do have multiple payment options if that’s helpful. And we have lots of free resources on here and on our Youtube channel. 🤩
Have a wonderful day!
This is very helpful!!!
I’m so glad it helped you Teresa! ~Kindra/Team Candus 🤩