Vendor Merge

Sometimes duplicate vendors get created with the same or similar names with slightly different spellings. Since duplicates cannot be deleted, duplicates can be removed by merging transactions together. This can be done easily by following the steps below:

1. Open the duplicate Vendor you want to remove

2. Click the 'Merge' option under the 'Save' menu in the top left ribbon on that vendor

   

3. This will open the Merge window where you can select the vendor you want to merge this into

   

4. Click 'Merge' button

The result is that the duplicate vendor you opened will have all transactions and records associated with that vendor now pointed to the new vendor, the duplicate vendor will then be removed, and the new vendor record will be opened on the screen.