how To Merge QuickBooks Files in Simple Methods?

QuickBooks is considered to be a great software because by the time it is enhancing its features to provide its users ease at work. QuickBooks has also introduced a feature to merge QuickBooks 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 monetary transactions. 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 two QuickBooks files. Read the article carefully to know how to merge QuickBooks files without facing any QuickBooks errors.

Things to do Before Merging QuickBooks Files

You need to remember the below-listed points before merging two company files with the help of QuickBooks software. 

• You can merge two accounts when they are in the same standard and have a similar name & type. 
• You can’t merge two accounts if they have different spellings. 
•  When the accounts do not have the same account number, they can’t be merged in QuickBooks. 
• You are unable to merge the files if they have different levels. 
• Ensure that your accounts are in multi-user while merging. 
• The merged reports need to be clear & understandable. It should be easy to read.

Some Data are not Allowed for Merging

Check out the list of the restricted data from merging in QuickBooks. Let’s have a look. 

• You can not merge the data of the Sales & Tax Files because of the continuous modification that takes place within the data. 
• The To-do list and Customer list can’t be merged. 
• It is very hard to merge the data file that contains negative inventory. 
• You cannot merge the bank reconciliation.
• The payroll checks are very hard to merge. 
• QB doesn’t support the memorized transactions and customer fields.

Procedures to Follow to Merge QuickBooks File 

Below we have mentioned the procedure to merge QuickBooks files in three methods and all the methods have been mentioned in an elaborated manner to help you. Read the below 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 QuickBooks. Follow the steps mentioned below to use the combined reports feature for QuickBooks merge company files:

• The initial step is to on the main menu of 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.

Use any Third Party Application

The other method to merge QuickBooks files is to use the third-party application provided by 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 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 files more easily. If you do not want to install a third-party application, you will be needed to move to another solution.

Merge Files Manually

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

• 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 to a new MS Excel worksheet but make sure 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 into different worksheets and then merge them separately into another worksheet.
• Lastly, when you are done you will have to close the Excel application.

Conclusion

Hopefully, the process of merging the QuickBooks files 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 support team regarding your concern.

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