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October 30, 2019
Question

I have entered an employee twice and need to put them together, how can I do that?

  • October 30, 2019
  • 1 reply
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1 reply

October 30, 2019

Hi there, 

 

You've come to the right place for help. I'd be glad to share more info on how to merge employees in QuickBooks. 

 

To merge one employee record into another, you simply have to edit the Display name as field of the employee you want to remove to exactly match the employee you wish to keep. Before doing this, you'll need to take note of the following: 

 

  •     Merging can't be undone.
  •     You cannot merge employee records if they have payroll active.
  •     When you merge a list element into another one, you are deleting it from the database completely. Since the list element is not deleted until the nightly rebuild, the merged employee only appears after it is done.                         

Here are the steps you'll need to follow to merge employees: 

 

 

  1.     Select Employees.
  2.     Select the employee name you want to remove, then select Edit from the Action column.
  3.     Change the First name and Last name field to exactly match the employee you wish to keep.
  4.     Change the Display Name to match the original name.
  5.     Select Save.
  6.     Select Yes to confirm that you want to merge the two employees.

Now you're able to successfully merge employees. Feel free to ask other questions. I'll be here in case you need further assistance. 

 

Otherwise enjoy the rest of your week! :)