How to merge vendor accounts in Settle and how itdDiffers from QuickBooks Online (QBO)
Merging vendor accounts is a crucial step in maintaining a streamlined vendor list, especially when managing data across different platforms like Settle and QuickBooks Online (QBO). This guide outlines how merging works in Settle, its differences from QBO, and what to expect during the process.
Merging vendor accounts in Settle
In Settle, you need to contact the technical team to request the merging of two vendor accounts. Once the merge request has been initiated, the technical team handles the entire process internally. After the merge is completed:
Only the selected (or specified) vendor account will remain in your vendor list.
The secondary account is merged into the primary account—ensuring consolidated data around that vendor.
Example outcome:
If you request the merge of "Vendor A" and "Vendor B" and specify "Vendor A" as the retained account, only "Vendor A" will remain in Settle after completion. "Vendor B" will no longer appear.
How this differs from QuickBooks Online
It’s important to note that merging vendor accounts in QuickBooks Online (QBO) does not automatically reflect in Settle. The two platforms operate independently when it comes to vendor data. This means that even after merging vendors in QBO:
You must initiate a separate merge process within Settle for the changes to be reflected.
Settle’s technical support team is equipped to assist and complete vendor merges exclusively on their platform.
Key points to remember
Vendor merges in QBO do not sync with Settle; both require independent actions.
Settle’s technical team processes vendor merges upon request, and the process concludes with a single retained account.
Always verify your vendor list in Settle post-merge to ensure accuracy.
Related topics
Managing Vendor Lists Across Settle and QBO
Understanding Settle’s Integration Features with QBO
How to Contact Settle Technical Support for Assistance