Here’s a Quick Way to Merge QuickBooks Desktop Files

As a QuickBooks user, you may want to merge two company files in QuickBooks software into one in various instances. However, the feature to merge two QuickBooks desktop files into one may be currently unavailable in QuickBooks. 

Since each company file is unique and specific, combining two different company files in QuickBooks desktop is impossible. However, a few walkways can assist you in merging data from one company file to another.

Data that cannot be merged in QuickBooks software

It's impossible to merge every data type, whether using QuickBooks Enterprise or some third-party software to join the company files. The following is a list of accounting data that cannot be merged into the QuickBooks software:

• QuickBooks will not merge your company file if it has negative inventory.
• If you have modified group items after utilizing them, QuickBooks or other programs will not be able to merge them.
• Payroll checks.
• You can't merge sales tax items that have been modified after being used.
• Attachments cannot be merged.
• A simple merge process will not be able to move templates from one company file to another. To transfer templates, you must finish the merging and manually import the templates into the new file.
• Customer fields' information cannot be merged with the customer's to-do list.
• Bank reconciliation reports.
• Memorized reports cannot be merged.
• You'll have to re-add the users to the company file because they didn't merge.
• Budgets and Forecasts cannot be merged.

Steps to Merge Two QuickBooks Files in QuickBooks desktop

Follow the steps provided below to merge 2 QuickBooks company files

• Go to the 'Reports' menu in your QuickBooks application.
• Choose the 'Combine Reports from Multiple Companies' option.
• Select 'Add Files' from the drop-down menu.
• Click the 'Open' button after selecting the Company file.
• To pick another company file, repeat the procedures above.
• Select 'Select reports for combining' from the drop-down menu.
• In QuickBooks, combine reports from multiple companies.
• Select the reports you want to combine.
• Now, in the date range area, choose a date.
• Click on 'Combine Reports in Excel' after selecting a report base.
• Over your screen, a sheet with the integrated data set will emerge.

How to do Report Merge QuickBooks Company File?

Excel may be used to integrate QuickBooks Company File reports. One option to merge QuickBooks company files is to use the 'Combine' tool. You can also accomplish that by exporting the data manually. The steps to follow are as follows:

• Create a report for the first company file that you open.
• QuickBooks Financial and Company Reports
• QuickBooks Financial and Company Reports
• Save the report in your Excel spreadsheet after exporting it.
• Open the second file and make the same report there as well.
• Save the new report and export it to a new Excel sheet.
• Open MS Excel and Workbook, then manually join the two reports.
• Make a backup of the worksheet.

After sailing through this article, you must be able to combine the QuickBooks reports of two company files. You can even resort to using third-party software to combine two companies, but you may face some problems. If you need professional guidance or face any issues while following the steps, contact our QuickBooks desktop support and experts for assistance.