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A
arkvalleyinfo
January 12, 2019
Question

How do I merge a contractor.

  • January 12, 2019
  • 1 reply
  • 0 views
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1 reply

john-pero
john-pero
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.

B
Black Ink Dan
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.

M
Mark_R
May 22, 2019

Hello there, @Black Ink Dan.

 

john-pero's answer should help you merge two names successfully. I'd be glad to walk you through the detailed steps so you'll be able to merge the names.

 

When merging two names, you'll need to make it similar to the contractor you're merging it with. Here's how:

 

  1. From the left menu, click Expenses.
  2. Choose the Vendors tab.
  3. Select the name of the contractor, then click Edit.
  4. Make sure to change the Title, First name, Middle name, and the Last name that similar to the contractor you're merging it with.
  5. Ensure that the Display Name is also the same.
  6. Click Save.
  7. Hit Yes to confirm the merge prompt.

 

I've got you 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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