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Learn How to Merge QuickBooks Files in Easy Steps?

by Sprink Davis Accounting and Bookkeeping

QuickBooks is advanced accounting software that is highly regarded by millions of business owners in the United States, Canada, and all across the world. Its features like integrating reports make it all the more interesting and user-friendly. You can merge two or more QuickBooks reports or company files easily. A user can easily combine financial reports from different company files. In this article, we will tell you how to merge different company data files. If you want to know how to combine different data files, you have come to the right place.

 

Things to remember when combining two or more QuickBooks reports

1.      The report should be easy to read and can be used to make profiles in several similar company files.

2.      The reports must be combined if they contain similar data such as name, type, etc.

3.      The accounts cannot be combined if

·         They have unidentical property or assets.

·         There are differences in alphabetic characters.

·         There is a mismatch in accounts.

·         If one has a dissimilar report and the other has distinct data.

·         If you want to log in to your file and change the users to ease the merging process.

 

How do you combine two companies into one on QuickBooks desktop?

Checkout the following steps which can help you to combine two companies into one in QuickBooks desktop:

Solution 1: Combine reports in QuickBooks desktop built-in enterprise

In QuickBooks enterprise, users can combine two or more reports from multiple company files. These encompass the following:

·         Standard of record

·         Conclusion of balance sheet

·         Financial loss amount and profit

·         Category of profit and loss

·         Comment on cash flow

·         Check on balance

 

How do you combine reports?

Perform the following steps to combine reports:

Step 1: Go for the file option.

Step 2: Locate the other company file and choose open.


Step 3: Repeat the steps for additional files as well.


Step 4: Choose the reports you wish to combine under select reports for combining.

Step 5: Pick the report from and to the data range and go for a report basis.

Step 6: Hit combine reports in excel. You will get a Microsoft Excel spreadsheet with mixed information.

 

Solution 2: Use Third Party Software

If you are ready to use third-party software, choose any program that works with QuickBooks. Specific programs offer information to make additional data from different company files.

 

Solution 3: Manually export reports from each file and combine them using Microsoft excel

You can quickly transfer the reports by following the steps given below -

Step 1: Access the first company file.

Step 2: Select “Report”. Export to an “Excel worksheet” and “save.”

Step 3: Access the second company file.

Step 4: Create the same report and export it to an excel worksheet in the same workbook.

Step 5: Select “Save”.

Step 6: Launch Microsoft excel and open the workbook.

Step 7: Combine two reports into a third sheet manually.

Step 8: End the process by saving the workbook

 

Conclusion

Many users have been seeking for steps to combine two or more QuickBooks reports. This blog provided easy ways to help users in accomplishing this process. For any technical help, feel free to call us at our QuickBooks desktop support helpline i.e., 1-800-615-2347.

You may also see: Disable merchant services in QuickBooks desktop for Mac


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About Sprink Davis Advanced   Accounting and Bookkeeping

27 connections, 2 recommendations, 165 honor points.
Joined APSense since, April 13th, 2023, From Everett, United States.

Created on Dec 28th 2023 23:39. Viewed 86 times.

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