In QuickBooks Online, contractors are managed within the vendor list, so merging a contractor profile with another vendor profile follows the standard vendor merge process. Merging combines past transactions from the profile you're removing into the one you want to keep, and makes the duplicate inactive. The merge is permanent and can't be undone, so double-check which profile you want to keep before you start.What you need before you mergeEdit access to your vendor profiles in QuickBooks OnlineThe Company name and Display name of the vendor profile you want to keepHow to merge vendor profilesGo to All apps, then Expenses and Bills, then Vendors.Find and select the vendor profile you don't want to keep (the one you're merging away from).Select the Edit dropdown, then select Merge contacts.From the Into dropdown, select the vendor profile you want to keep.Select Merge contacts to confirm.QuickBooks moves all past transactions from the duplicate profile to the one you're keeping. The duplicate profile is marked as inactive and removed from your active vendor list.Have more questions about managing your vendor list? Drop them below and we'll help.Merge duplicate vendors

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: From the left menu, click Expenses.Choose the Vendors tab.Select the name of the contractor, then click Edit.Make sure to change the Title, First name, Middle name, and Last name that similar to the contractor you're merging it with.Ensure that the Display Name is also the same.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.

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How do I merge duplicate vendor or contractor profiles in QuickBooks Online?

Forum|Forum|5 years ago
June 11, 2021
3 replies
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QuickBooks Online

Best answer by sofiamdc-2341

In QuickBooks Online, contractors are managed within the vendor list, so merging a contractor profile with another vendor profile follows the standard vendor merge process. Merging combines past transactions from the profile you're removing into the one you want to keep, and makes the duplicate inactive. The merge is permanent and can't be undone, so double-check which profile you want to keep before you start.

What you need before you merge

Edit access to your vendor profiles in QuickBooks Online
The Company name and Display name of the vendor profile you want to keep

How to merge vendor profiles

Go to All apps, then Expenses and Bills, then Vendors.
Find and select the vendor profile you don't want to keep (the one you're merging away from).
Select the Edit dropdown, then select Merge contacts.
From the Into dropdown, select the vendor profile you want to keep.
Select Merge contacts to confirm.

QuickBooks moves all past transactions from the duplicate profile to the one you're keeping. The duplicate profile is marked as inactive and removed from your active vendor list.

Have more questions about managing your vendor list? Drop them below and we'll help.

Merge duplicate vendors

R

ReymondO

Moderator

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:

From the left menu, click Expenses.
Choose the Vendors tab.
Select the name of the contractor, then click Edit.
Make sure to change the Title, First name, Middle name, and Last name that similar to the contractor you're merging it with.
Ensure that the Display Name is also the same.
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.

R

ReymondO

Moderator

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!

sofiamdc-2341

Answer

Community Manager

In QuickBooks Online, contractors are managed within the vendor list, so merging a contractor profile with another vendor profile follows the standard vendor merge process. Merging combines past transactions from the profile you're removing into the one you want to keep, and makes the duplicate inactive. The merge is permanent and can't be undone, so double-check which profile you want to keep before you start.

What you need before you merge

Edit access to your vendor profiles in QuickBooks Online
The Company name and Display name of the vendor profile you want to keep

How to merge vendor profiles

Go to All apps, then Expenses and Bills, then Vendors.
Find and select the vendor profile you don't want to keep (the one you're merging away from).
Select the Edit dropdown, then select Merge contacts.
From the Into dropdown, select the vendor profile you want to keep.
Select Merge contacts to confirm.

QuickBooks moves all past transactions from the duplicate profile to the one you're keeping. The duplicate profile is marked as inactive and removed from your active vendor list.

Have more questions about managing your vendor list? Drop them below and we'll help.

Merge duplicate vendors

What you need before you merge

How to merge vendor profiles

What you need before you merge

How to merge vendor profiles

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