User Support Forum

I have several different Vendor Records which all have a history of checks made to them in prior and closed years. I would like to combine vendor records. For example, I have various computer vendors which we pay monthly. Currently these are different Vendor IDs. I would love to combine these Vendor Records into one Vendor Record. How can I do that?

Thanks, Bridget

Go to Accounting > Accounts Payable > Setup and choose Reassign a Vendor ID.

Select the vendor you want to "get rid of" in the Current ID field and select the vendor you want to keep in the New ID field.

It will confirm that you want to merge them together.

bridgetrochon wrote:I have several different Vendor Records which all have a history of checks made to them in prior and closed years. I would like to combine vendor records. For example, I have various computer vendors which we pay monthly. Currently these are different Vendor IDs. I would love to combine these Vendor Records into one Vendor Record. How can I do that?

Thanks, Bridget

What Zorak said, however, these Vendors are they still active? That is, are you still using them?

If not, and it has been longer than 7 years, which I believe is longer than the IRS requires, you can just delete them, along with the old data in Accounting using the Delete Old Data function. I'd make a backup of the database for archiving, but you don't have to keep them around for longer than that.

If you are still using them, and they all have different account numbers, you really shouldn't merge them. I suspect this is not the case, but I just wanted to throw that out there.

THANKS!! This answered my questions! Bridget