Overview
If you have duplicate vendors in Puzzle, you can merge them into one. This will update all associated transactions, bills, and transaction rules to reflect the merged vendor name.
Steps to Merge Vendors
Navigate to your Vendors page in Puzzle
Click on the vendor you want to remove (e.g. "Amazon")
Click Merge
In the merge dialog, select the vendor you want to keep (e.g. "Amazon Web Services")
Click Merge
A confirmation prompt will appear advising that this will update all transactions, bills, and transaction rules — click Merge Vendors to confirm
The merge may take a few moments to process — refresh the page to see the updated vendor list
When a Merge Is Blocked
You can't merge a vendor if the vendor you want to remove has:
Transactions in a locked period. Clear the locked period first.
Confirmed transactions. Mark those transactions "Unconfirmed" first.
When either applies, the merge dialog lists what to fix, with links to the locked period and to the confirmed transactions. The Merge vendors button stays disabled until both are resolved.
A merge also won't finish if the vendor you want to remove is on a posted manual journal entry dated in a locked period. Clear the locked period before you merge.
⚠️ Note: Merging vendors cannot be undone. Make sure you select the correct vendor to keep before confirming.
What Happens During a Merge?
When you confirm the merge, Puzzle automatically handles the heavy lifting:
Transaction History: All transactions associated with the old vendor are moved to the new one.
Transaction Rules: Existing rules and bills are updated to reflect the primary vendor name.
Manual Journal Entries: Lines tagged with the old vendor move to the primary vendor. Posted entries are updated with a reversing entry and a new entry, so the history stays on your ledger.
Clean Records: The old vendor name is deleted from your list.
📓 Processing Time: Once you click merge, the system begins updating your records. This may take a few moments depending on the number of transactions being moved. If you don’t see the change immediately, simply refresh your page after a minute.