Merging Vendors and Other Accounts

Let’s experiment with merging accounts and what happens with those mergers!

1. Let's break this vendor by renaming it for this experiment

2. Type "Bluey Host"

3. We see in our report that historical transactions have been updated to this name

4. Note the amount. We'll click to make a change...

5. Let's move one of these to a new vendor

6. Created a duplicate vendor called Blue Host

7. Here's our new vendor

8. Yes... I know what I'm doing

9. Now we have transactions from both vendors

10. Let's edit our Bluey Host to merge it

11. We'll name it to match the other Vendor perfectly

12. Click on Save

13. It's going to confirm we want to merge

14. Back on the report list, we're back to normal

15. Summary

You can see from this demonstration that merging an account will change all historical transactions to match the new merged name.

This is excellent if you entered transactions under two names that should have been one.

If on the other hand you need to keep record of transactions through a company under one name but merge only future transactions, you may just want to archive/delete or make the older vendor inactive. You might want to do this if company A has since been purchased by company B.