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January 25, 2024
Question

We had a contractor that wanted to change banks and the office person created a new profile for them. Does anyone know how to combine two contractor profiles?

  • January 25, 2024
  • 1 reply
  • 0 views
Does anyone know how to combine two contractor profiles?  

1 reply

January 25, 2024

Hello there, jvranas.

 

I can help merge two contractors' profiles in QuickBooks Online (QBO).

 

We can go to the Vendors list to combine the contractors. I'll guide you on how to do it.

 

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

 

I've got you an article for reference: How to Merge Accounts, Customers, and Vendors.

 

Additionally, I've added an article if you need to prepare and file your Federal 1099s:  Prepare and file 1099s.

 

Don't hesitate to let me know if you have other concerns about merging names. I'll be around if you need any help. Take care.