How you can Merge QuickBooks Files

If you are looking for merging two company files in QuickBooks, it is not possible at this point. However, if you are looking to combine two reports in the QuickBooks, you can do that by one of the few options given below.

The option will help you in the analysis and crunching of the data in a single file for two different company files reports in a more organized manner. Let us now look into the option available to us for doing this.

Pre-requisites: Merge Two QuickBooks Company Files

Before initiating the process of merging two QuickBooks files, you need to ensure the following:

  1. The chart of accounts for the report belonging to different company files should be the same.
  2. The accounts can be combined in case of the same name, type, and hierarchical level.
  3. You will have to log in into your separate company files and switch them to the multi-user mode.

The following data would not be merged:

  1. Payroll checks combined in form of regular checks won’t appear in the payroll reports.
  2. Bank reconciliations cannot be merged in the QuickBooks.
  3. Data files with negative inventory, assembly build, sales tax items are not merged.
  4. Customer notes, customer fields from transactions and to-do lists are not merged.

Merging of Files Manually: Merge Two QuickBooks Files Manually

Through this option, you will have to manually export the reports from each company file that you wish to merge and combine them in the excel spreadsheet. For this purpose, you need to take the below steps:

Step 1. You need to open each company file and select the report that you wish to merge and export them in the excel spreadsheet and save them.

Step 2. Now manually combine or merge both the reports extracted from different company files in a new Microsoft excel spreadsheet and click on save.

Merging of Files in QuickBooks Desktop Enterprise

In QuickBooks Desktop enterprise, you can merge reports like Balance sheet (standard & summarised), Profit and Loss (standard and summarised), statement of cash flow, trial balance. For combining or merging these reports, you can follow the below steps:

Step 1. First of all, click on the QuickBooks report menu > combine reports from multiple companies. Now click on Add files, select the company file, and click on OK. Repeat this step for clicking additional files.

Step 2. Now select the reports you want to merge and choose from and to date range and choose the report basis.

Step 3. Now select the “Combine report in excel” option and an excel spreadsheet will be opened with merged information.

Merging of files using third-party software

If you do not want to go into the hassle of doing it yourself manually or with the help of the combined report feature in the QuickBooks desktop enterprise, then you can also use third-party software for merging the QuickBooks files. They will combine the reports on your behalf and provide the merged information back to you.

Read More: How to Import Customers from Another Program in QuickBooks?

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