Merge duplicate vendors, with undo
Combine two vendors that are the same business, keep the old name as another name, and undo the merge within 30 days.
Two vendors that are the same business can now become one.
- Merge from a vendor's page. Open More, then select Merge into another vendor. You choose which vendor is kept and which details win, and see what moves before anything changes.
- See suggestions. Possible duplicates lists pairs that share a name, email, phone number, tax ID or street address. Not the same vendor stops a pair being suggested.
- Nothing in your books changes. Bills, payments, expenses and documents move to the kept vendor. No amount, account or date changes.
- The old name still works. It is kept under Also known as, so search and uploaded bills find the kept vendor by it.
- Undo for 30 days. Undo merge on either vendor's page puts every record back.
Merging needs Edit vendors and Edit bills.
Saving a one-time merchant as a vendor now moves its recorded expenses as well as its drafts. An expense waiting for approval keeps the one-time name.