Merge Vendors / Combine Vendors

The Merge Vendors function is used to combine data from multiple vendors together. This may be useful if a vendor was accidentally entered twice, or in you have multiple locations and the same vendor was originally set up at each location and now you wish to combine them.

Getting There

From the main screen of Expenses & Ledger go to Functions > Merge Vendors.

Before You Begin

Make a Backup, as a precaution, in the event you want to get back to the way things were beforehand.

How to Merge Vendors

The financial data (checks / transactions) posted to each selected vendor will be combined together under the single primary vendor you choose. The secondary vendors (those on the Merge List) will be completely removed.

At the Merge Vendors screen:

a. Choose the primary vendor, that is, the vendor you want the others to merge in to. Click once on their name to select them, then click the right arrow button to place it on the Primary Item list.Hint: Use the left arrow button to remove the Primary Item and select another vendor as the primary instead.

b. Select the vendor(s) you want to merge into the primary vendor. Click once on their name to select them, then click the right arrow button to place them on the Merge List. Continue adding vendors as needed.Hint: Use the left arrow button to remove a vendor from the list.

c. Click Process, then Exit.