If you are looking for a walkthrough to merge list entries in QuickBooks Desktop for Windows and Mac. This article will explain the detailed procedure to merge list entries in QuickBooks Desktop. This should be kept in mind that the same item can be made twice with different names, and these items can be merged to ensure the accuracy of lists. Read this full article completely to learn more about the procedure to merge list entries in QuickBooks Desktop.
What can be merged and what can’t?
There are restrictions imposed by QuickBooks on what records can be merged. Please consider the following conditions before starting the merging process:
- The records of the same list ie Customer to Customers, and ItemInventory to ItemInventory
- can only be merged.
- If an accountant copy of the company file exists, the list can’t be merged.
- The Accounts must be of the same Account Type while merging the accounts.
- You can only merge the list if Accounts are of the same hierarchical level within the chart of accounts.
- Only one of the customers can have child elements or a Sub-Customer while merging Customers.
You must take regular backups of your QuickBooks company files as it is not possible to reverse a merged record.
Necessary Preconditions Before You Merge List Entries in QuickBooks Desktop
There are some important points you must have in mind before you merge list entries in QuickBooks Desktop. These pointers are given below:
- Your QuickBooks Desktop application for Windows or Mac should be updated to the latest version.
- Always save the company files in their original Company folder.
- Switch to the Single User mode in QuickBooks and then you can access the company file.
- If there are any remaining accountant changes, they should all be cleared.
- If multicurrency is being turned off in QuickBooks Desktop Windows, list entries won’t merge in QuickBooks Desktop.
- List entries won’t merge in QuickBooks Desktop if the vendors being arranged are not Tax authorities, Tax exempt, Paid through online banking, or Direct deposit vendors.
Steps to Merge List Entries in QuickBooks Desktop for Windows
You can easily merge list entries in QuickBooks Desktop for the window by following the steps explained as under:
- Open the QuickBooks application and navigate to Lists. Select the list that you want to merge.
- Copy the names of the entries to be merged.
- In this step, right-click on the entry you don’t want to use and click on Edit.
- Paste the name copied by you and click on Save and Close the tab.
- In the last step. click on Yes to merge the entries.
If you encounter the error message stating “This account cannot be merged as it has online information associated with it into another account”, this indicates that there already exists an active bank feed on one of the accounts and it should be deactivated.
Steps to Use Merge Vendors tool in Accountant and Enterprise editions
- For Accountant Edition users: Accountant Edition users are required to head to Accountant and navigate to the selection of the Client Data Review, and then the Merge Vendors option.
- Enterprise edition: Navigate to the Company option and choose Accounting tools and the Merge Vendors option.
- Choose the next vendors that are to be merged and then click on Next.
- select a Primary Vendor, and next click on Merge.
- In the last step, click on Yes to complete the merging process and then hit OK.
Steps to Merge List Entries in QuickBooks Desktop for Mac
Mac users need to follow the given steps to merge list entries in QuickBooks easily. You can easily Merge entries in the chart of accounts, Items, Customers: Jobs, Vendors, Employees, and Other Names.
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Re-name to merge:
- The first step, navigate to Lists, and from there choose from a list with entries to merge.
- In the next step, copy the entry name. Also, choose the entry that is not to be used. Next, click on the pencil icon indicating the edit option.
- Paste the copied name and this needs to be followed up by a click on OK.
- Click on Yes and the entries will be merged.
Use the Merge menu item:
- Begin the process by clicking on Lists, and then, select the list with entries to merge.
- The name of the entry you wish to remove should be chosen and follow this with a click on Edit.
- In the next step, click on Merge, select the entry name to keep, and choose Merge to merge the entries.
- Finally, click on Yes to confirm the process to merge list entries in QuickBooks.
By following the steps mentioned above, you can easily Merge List Entries in QuickBooks Desktop. At the end of the discussion, this article will help you understand how to merge list entries in QuickBooks Desktop.
