Here's a complete guide on How to Merge QuickBooks Company Files

1. Here’s A Complete Guide on How to Merge QuickBooks Company Files Although QuickBooks has proven to be one of the most renowned applications for managing finances effectively, some features still need to be available to users, such as a tool that can help customers merge QuickBooks company files. Sometimes, users require to combine their company file data as it becomes easier to handle data altogether. However, there has been no such feature that can quickly perform the mentioned action to date. Hence, in this article, we will have a look into this matter in more detail. We have curated this informative blog to help you with merging your company files using two different processes. Moreover, knowing the method is not enough; you are required to follow certain rules before jumping into the method. So, in addition, we have also provided some important points that you must always consider when combining your data files. Make sure you go through the content till the end for a comprehensive understanding. Our entire team of QuickBooks technical experts is within reach round the clock to guide its user. Therefore, if you need any help related to the merging of data files in QuickBooks, do not hesitate to get in touch with them for help. Dial to speak to them.

2. Essential Points to Keep in Mind Before Performing the Process of Merging Different Data Files in QuickBooks Before you proceed towards combining your company files in QuickBooks Desktop, make sure to always read out the points we have explained below. Not following the instructions might result in some other inevitable glitches- Only if the company files have a similar type and name can you combine them. After opening the required data files, you must enable the multi-user mode and then go forward with the merging process. Always makes sure to back up your company files so that in case some crucial data goes missing, you can retrieve it with the help of the backup file. Before going ahead with the combining of data files, download the newly available updates of your QuickBooks Desktop and company file. Verify whether the version of Windows you are using is compatible to perform the given action accurately or not.

3. An Entire List Of Data That is Impossible to Combine in QuickBooks Desktop You must check the kind of data you want to merge as not all company file data cannot be combined. Here is a list of all those data. Have a look and ensure to read each point carefully- If you want to combine the memorized transactions or reports, then you cannot merge them. Secondly, it is also not possible to combine any attachments in the QuickBooks application. You cannot perform the merging procedure if you are looking forward to merging the bank reconciliation reports or any payroll check. Does your company file in QuickBooks Desktop consist of any negative inventory? If yes, then, unfortunately, you are unable to combine it. Not adding any users to the data file can stop you from merging them. As a result, you must first add users and then proceed further. Forecasts and budgets are also not impossible to combine.

4. The customer to-do list and notes cannot be merged with the details given in the customer fields.Last but not least, you are unable to merge the modified sales tax items.So, these were some requisite essential points you must always keep in mind. Once you go through both listicles, now check out two different ways of merging data files in the QB program. Read further to know the processes in detail.

6. What Are the Different Methods Of Merging the QuickBooks Desktop Company Files? Have you been struggling to find a proper way of combing your company files together? Then go through the steps we have mentioned in this section of the blog. We have also listed various procedures for different versions of QuickBooks Desktop. Take a look at them-

7. SOLUTION 1: Process of Combining Variable Company File Reports For QuickBooks Desktop Premier and Pro Versions At first, launch your QuickBooks Desktop and move to a company file to choose the required report. Now, tap on the ‘Export’ toolbar and choose ‘Excel Worksheet’. After that, on the Windows desktop, save the report in the form of an excel file. Next, in the further step, you must go to another data file. Go ahead by following the same set of instructions you followed for the first company file. In the end, follow the procedure of merging excel sheets in MS Excel.

8. SOLUTION 2: Method to Combine QuickBooks Desktop Company File Reports in the Enterprise Version Start the process by opening QuickBooks Desktop and directly clicking on the ‘Reports’ tab. Now, tap on the ‘Combine Reports from Multiple Companies’ option. In the following window, choose the ‘Add Files’ button, and then you must look for the company file you want to select first. Hit the ‘Open’ button and then proceed with similar steps to opt for the second company file. After that, shift to the ‘Select Reports for Combining’ option and tap on the reports for the merging process. In the next step, choose a report basis followed by the date range. Click on the ‘Combine Reports in Excel’ button to complete the action. Finally, the QuickBooks program is ready to display an excel worksheet with the reports you just combined.

9. We would like to conclude the blog here. We are hoping that after reading out the whole article, you will now be able to merge QuickBooks Company Files successfully. Additionally, do not forget to follow the listicle that we have mentioned as not considering them can result in other problems too, eventually making the entire procedure complicated. Even though we have attempted our best to explain each step appropriately, if you are still stuck in between while using these given methods, we suggest you immediately get in touch with one of the experienced professionals for advice by dialing our Toll-Free Number.