learn how to merge Quickbooks file in three simple method

 

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Quickbooks is considered to be a great software because by the time it is enhancing its features to provides its users ease at work. Quickbooks has also introduced a feature to merge company files. You can merge Quickbooks files that belong to different companies and track the financial records. It makes it easier for Quickbooks users to read and analyze the monetary transaction. A Quickbooks user can merge Quickbooks files like balance sheets. profit and loss transactions and many other transaction files. In this article, we have mentioned three different ways that you can opt for if you want to merge files in Quickbooks. Read the article carefully to know how to merge files in Quickbooks without facing any error.

Procedures to follow to merge Quickbooks file 

Below we have mentioned the procedure to merge Quickbooks file in three methods and all the methods have been mentioned in an elaborated manner to help you. Read the steps carefully and perform them to avoid any errors.

Employ Quickbooks combine report

Quickbooks comes up with a lot of in-built features to provide a smooth working experience to its users. Combine reports is one such feature provided by the Quickbooks software and our first step is to use the same. You can use this feature to combine a lot of files in the Quickbooks. Follow the steps mentioned below to use the combined reports feature.

merge Quickbooks files

  • The initial step is to on the main menu of the Quickbooks you will be required to go to the reports section.
  • After this, it will open up a menu for you and you will have to choose the combine report option from there.
  • Next, you will be needed to select the option to add files and then look for the files that you want to add.
  • You are needed to repeat this process for every company file that you want to add and then combine.
  • Now, it will ask you for the date range and you will have to select the same.
  • Next, you will be required to select the report basis.
  • You will now have to choose the option to combine reports in excel.
  • Once done, it will open a new window in Excel with the information combined.

Employ any 3rd party application

The other method to merge Quickbooks files is to use the third-party application provided by the Intuit. You can find many applications that are compatible with the Quickbooks software and are easily available on the Intuit website. Keep a note in mind that any of the third-party applications are not compatible with the Quickbooks mac software and to combine files in that you will have to switch to other methods. For other versions, you can download an application from the Intuit website and use it to merge Quickbooks file more easily. If you do not want to install a third-party application, you will be needed to move to the other solution.

Merge files manually

The next solution is to export the reports manually and then merge the Quickbooks file using the MS Excel on your system. Read the steps carefully.

merge Quickbooks files

  • The initial step is to open the data file that you want to merge.
  • Next, you will have to make a report of all the data files.
  • Next, you will be needed to export the report to the MS Excel worksheet opened on the system.
  • Now, you will have to close the data file you have opened.
  • Now, you will have to open another data file.
  • After this, you will have to make a report of the file and then export it a new MS Excel worksheet but make sy=ure that they are present in the same workbook.
  • Now, you will be required to open the MS excel on your system and then open the workbook in which you have added the reports.
  • Now, you will have to merge the reports that you have exported in different worksheets and then merge them separately to another worksheet.
  • Lastly, when you are done you will have to close the Excel application.

Hopefully, the process of merging the Quickbooks file is now clear to you. you can opt for any of the methods that are mentioned above. If you are seeking any technical advice or assistance for your concern, you can contact our team regarding your concern.

Disclaimer

 

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