Detailed Guide on How to Merge list entries in QuickBooks Desktop

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While using the QuickBooks desktop application you must have got a question as How to Merge list entries in QuickBooks Desktop. If you are also stuck at this point and are looking for a solution then you are at the right place. Today we have come up with a detailed guide on how you can merge the list entries in QuickBooks Desktop. Whether you are a Windows user or a Mac user this guide will be helpful for all of you.

Things that you must check beforehand

Before you begin with the process you will have to check some things. First of all you must ensure that you have the latest version of QuickBooks desktop for doing so you must ensure that you have updated it. The second thing that you must ensure that all the necessary company files should be saved in the original company folder. Now you must also ensure that you have switched it to the single user mode.

How to Merge List Entries in QuickBooks Desktop Mac

  1. In the first step you will have to open your QuickBooks Desktop portal and then navigate to the Lists section and select the list containing entries you want to merge.
  2. After that you will have to copy the name of the entry you want to keep.
  3. Then you will have to choose the entry that you no longer need and click on the pencil icon to edit it.
  4. Now Paste the copied name into the entry and then click on Ok.
  5. Confirm by clicking Yes to merge the entries.

 

You can also use the Merge menu item to do so. For doing so follow this procedure.

  1. First of all open your QuickBooks Desktop portal.
  2. Then, click on Lists and select the list containing the entries you want to merge.
  3. Now, choose the name of the entry you want to remove and click Edit.
  4. In the next step, click on Merge and select the name of the entry you want to keep.
  5. Then you will have to choose Merge to combine the entries.
  6. Finally confirm the merge process by clicking Yes.

 

How to merge list entries in QuickBooks Desktop

  1. In the first step open QuickBooks desktop portal.
  2. Select the list you want to merge.
  3. Now you will have to copy the names of the entries you wish to combine.
  4. Now Right-click on the entry you no longer need and select Edit.
  5. You can paste the copied name into the entry and then click Save and Close.
  6. Confirm the merge by clicking Yes.
  7. If you encounter the error message "You cannot merge an account that has online information associated with it into another account," then it means there is an active bank feed on one of the accounts.
  8. Now in this case you will have to deactivate the bank feed.
  9. If you are using the Accountant version then you will have to got the Accountant tab and then click on client data review and then click on merge vendor option.

 

Conclusion

This was our detailed guide on how you can merge list entries in QuickBooks desktop. We hope that this guide was useful for you and by now you were able to Merge the different list entries in the QuickBooks desktop. You can try the different methods that we have mentioned in this article for this process. If you are stuck in this process or facing any kind of difficulty then you can comment down your query we will try to respond as soon as possible. We would also like to hear your valuable feedback on how we can make this guide more useful.

 

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