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Here’s a Quick Way to Merge QuickBooks Company Files

Small and medium-sized businesses use QuickBooks throughout the world for accounting and bookkeeping. If you have your accounting data stored in a separate file, you may wish to merge them together. It can streamline your accounting process if you merge QuickBooks company files. QuickBooks does not provide the direct option of merging company files in the application; however, you can find third-party tools to aid you in the merging process. QuickBooks has a ‘Combine Reports’ feature through which you can merge balance sheets, reports, etc. In this article, we will discuss all the crucial aspects of company file mergers in the QuickBooks Desktop application.

“If you come across any issues while trying to merge QuickBooks company file and you need technical assistance from an expert, call 1-(855)-542-9309 and get in touch with QuickBooks Support Team Now”

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Can I Merge Two QuickBooks Company Files?

If you are wondering, can I merge two QuickBooks company files? The most straightforward answer would be, No! QuickBooks Enterprise solution is the most advanced variant of the QuickBooks Desktop application. It provides features that can help you combine data from one file to the other. You can use the advanced feature to send data from one company file to merge it with the other file. This feature allows users to create reports after combining data from both files. While you can perform these functions easily, you cannot merge QuickBooks company files.

Key-points before you Combine Two QuickBooks Company Files

There are a few key points that you should consider before you combine two QuickBooks company files. These have been listed below for you:

  1. You can merge the files only under the condition that they have the same name, type, and gradable levels.
  2. You can easily read the combined reports if you create an identical Chart of Accounts in the different company files.
  3. To perform the merger, you might need to log in to your company files in the multi-user mode.
  4. There are a few situations in which the files cannot be merged. These are as follows:
  5. If the accounts are at different levels from each other. For example, it won’t be possible to merge the ‘Telephone’ account with the ‘Telephone’ sub-account.
  6. Accounts with different file names cannot be merged. Even a minor change in name will forbid the process.
  7. Accounts with different account numbers would fail to merge.

Now that we understand the various points that should be taken care of before starting the merge process, let us analyze the detailed steps further.

How to Merge Two QuickBooks Files?

If you are wondering how to merge two QuickBooks files, we can do it through the combine reports feature. We have brought for you the detailed steps below:

  1. Open your QuickBooks application and go to the ‘Reports’ menu.
  2. Select the option saying ‘Combine Reports from Multiple Companies.’
  3. Select the ‘Add Files’ option.
  4. Click on the Company file and then click the ‘Open’ button.
  5. Repeat the above steps once more to select another company file.
  6. Click on the option saying ‘Select reports for combining.’
Combine Reports from Multiple Companies in QuickBooks
Combine Reports from Multiple Companies in QuickBooks
  • Choose the reports that you wish to merge.
  • Now, select the date from the date range field.
  • Select a report basis and then click on ‘Combine Reports in Excel.’
  • A sheet with combined data set will appear over your screen.

How to do Report Merge QuickBooks Company File

You can do the report merge QuickBooks Company File through Excel. Using the ‘Combine’ feature is one way to merge QuickBooks company files. You can also do it manually by exporting the data. The guided steps are as follows:

  1. You need to open the first company file and create a report for it.
QuickBooks Company and Financial Reports
QuickBooks Company and Financial Reports
  • Export the report in your Excel worksheet and then ‘Save’ it.
  • Open the second file and then create the same report in that file too.
  • Export the new report to the new Excel sheet and save it too.
  • Open MS Excel and Workbook and then merge the two reports manually in it.
  • Save the workbook.

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This way, you will be able to merge the reports of two company files together. As this article concludes, we understand that it is not allowed to merge QuickBooks Company file. You can do it through third-party applications; however, you can encounter several issues in the process. Sometimes, you would be able to resolve the issues easily, while you would require an expert’s assistance at other times. Call QuickBooks Technical Helpdesk at 1-(855)-542-9309 and talk to our QuickBooks experts for help.

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