How To Mass Clean Vendors In Qbo
Keeping your QuickBooks lists clean and current is always a good idea. Just similar a chief will acuminate his knives and wash the dishes in preparation for the side by side meal, so should a bookkeeper keep their tools of the trade sharp and make clean.
In this blog I want to quickly testify how like shooting fish in a barrel and painless this can exist. There are a few different name type lists in QuickBooks to await over and go along an heart on from time to fourth dimension.
Customer List
Vendor Listing
Employee List
Item List
Other Names List
My focus will exist to the Client, Vendor & and Employee Lists. There are three things to do in the listing, edit the particular for current information, merge QuickBooks items and make inactive. For example, in the Vendor List start by changing the list from "Agile Vendors" to "All Vendors." Working the easiest task first, lets start with making vendor inactive. If this step has never been done you will just see a space in forepart of your vendors, if this has been done before you might see some assuming X'south. Either fashion you can hover your mouse in front of a vendor and toggle it inactive (or back to active). Now scroll through your list and toggle off vendors y'all don't apply or need anymore. (Note QuickBooks won't let you delete vendors if you take made payment to them). Examples might be that gas station from chumbawomba yous stopped at once or the restaurant in timbucktoo you lot're never going back to. I am sure become the idea. At present scroll through your list and conciliate to your hearts content. Echo for the other lists and call back, if yous move to timbucktoo you can reactivate later.
Next we will merge ii items. I am sure every bit you went through your list you lot found some items that were the same. 2 examples I've seen that make me smiling are 7-11 and seven-11 or Amex and American Express, or any of many combinations. Let'south prepare Amex. Personally I prefer Amex to American Express. To merge, open Amex past double clicking it (or CTRL E). Copy the Vendor name and close (esc). Next open American Express and paste the Amex name over it. QuickBooks will warn and ostend this. Remember this cannot exist undone. Annotation: when merging, make sure the vendor information is on the one being merged to. Meaning, if American Express has contact data and Amex does non, you will loose that when you merge to Amex. Ameliorate might exist to merge to American Express. Experience free to merge any others you see necessary. Repeat for the other lists.
Last is editing the vendors on the list. At present that you lot have deactivated and merged, you have thinned downwardly your list to just the agile vendors you are working with. Now you can run through your list verifying the Vendors contact information is now electric current and appears as needed. You can also edit the proper noun of misspellings or punctuations. Make changes like godaddy.com to Godaddy or Superlative RECORDS to Superlative Records. Another manner to scan the lists quickly is: Reports > List > Vendor Contact List. With this written report you tin can see more than one at a time, quickly see holes in the information and you can double click on the vendor and QuickBooks takes you correct to your vendor to edit. Echo for the other lists.
This is a good affair to review and tackle if not quarterly at least do this yearly. When I do this for new clients (or even myself sometimes) I find multiples of the aforementioned vendor. I'd like to hear some feedback as to who has the largest number of duplications in the comments below.
Happy deactivating and careful merging.
Source: https://www.slcbookkeeping.com/quickbooks-tips-blog/clean-up-quickbooks-customer-vendor-and-employee-lists
Posted by: ellisbelve1990.blogspot.com
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