Do you want to merge your two or multiple company files into one? Well, this can be done easily by using the Combined Reports feature available in QuickBooks Desktop. Merging files can help you in adding balance sheets, profit and loss, copy transactions, generate reports, etc.

With our QuickBooks File Merge Service, we help QuickBooks users to merge multiple company data files into one. To merge two company files, the chart of accounts in both files can’t have similar account name with different types. For example, if a single company file contains an account with name A/R or type AccountsReceivable, the second company can’t contain a name with similar A/R type. You need to rename one of the accounts to “Accounts Receivable1” to resolve the issue.

Also, only a single company file can have Payroll transactions. The payroll transactions can’t be merged if both company files uses payroll. Apart from this, you can merge all the transactions types. You can merge all the files into a single QuickBooks data file or converted to QuickBooks Online.

Why use a File Merge Service?

A file merge service can be used in any of the following scenarios:

  • A local data file is used to enter data instead of networked data file.
  • You previously entered data into two separate company files and now you wish to combine the files.
  • Creating more than one QuickBooks data file into one after including a class to each data file.
  • You want to merge your data files before uploading your data to QuickBooks Online.
  • Amalgamating companies and continuing operations as a single entity.
  • Combining company files and going on as a single company.

Can QuickBooks Online (QBO) Files be Merged?

If you want to merge two QBO Online company, all the QBO files needs to be merged into QuickBooks Desktop version. All the QuickBooks Desktop files you merged into QuickBooks Desktop, you are required to upload to new QBO company file.

Is it possible to re-upload the merged QuickBooks Company Files back to the QBO account? Yes, it can be done but if in case the account is older than 60 days, you will have contact Intuit Support and ask for permission to upload the data your have merged to the original account. If it can’t be done, you need to create a new QBO account.

What data cannot be merged?

  • If you merge Payroll checks, it will be merged as regular checks and the payroll reports or W2 calculations won’t show it. This is because the payroll checks can’t be transferred from one file to another by QuickBooks.
  • QuickBooks doesn’t allow you to merge bank reconciliations because it doesn’t support the bank reconciliation transfer. You have to perform a single reconciliation for all bank accounts once they are merged.
  • Data files containing negative inventory and modified sales tax groups after initial use couldn’t be transferred properly because the historical rate changes are not saved by QuickBooks.
  • File that have sales tax items and sales tax groups that you changed in the beginning couldn’t be transferred properly because the historical rate changes are not saved by QuickBooks.
  • Files that has group items but were modified in the initial period use couldn’t be transferred properly because the historical rate changes are not saved by QuickBooks.
  • You can’t transfer templates from secondary files to the primary one
  • Attachments couldn’t be transferred because it is not supported by QuickBooks Desktop.
  • Customer Notes and To-Do lists are NOT merged.
  • The custom fields couldn’t be transferred or combined from secondary to primary files.
  • Memorized transactions couldn’t be transferred from the secondary file and you will have to memorize them again.
  • Memorized reports couldn’t be transferred, and you need to memorize them again.
  • You can’t transfer budgets/forecasts, and you need to memorize them again.
  • Secondary files users can’t be transferred, and you need to re-enter them.

How Lists are Merged?

  • Each list containing same name are merged. For example, if one of your Primary file contains a Bank Account with the name “Chase Bank” and the secondary file got the same name as well, file that will be combined even of the account number is different.
  • List that has different will be retained in the merged file. For example, For example, if the Primary file that contains a Bank Account with the name Chase Bank #1 and the second file contains the name Chase Bank #2, the merged file will contains both bank accounts even if the account names are similar as each other.
  • If one of your list name in the secondary file clashes in the primary file, the name in the secondary file will be having a unique name after the merge. For example, if one of your customer in the Primary file having name ‘XYZ Inc’, and in the secondary file, a vendor has name ‘XYZ Inc’, the name from secondary file will get changed to XYZ Inc-V to get merged.

If you want file merging service, you just need connect with our QuickBooks Data Service and get instant solution for your data related issues.