Merge Company Files in QuickBooks Desktop

Welcome to AskforAccounting, a QuickBooks Service provider. We offer QuickBooks accounting services, including data conversion, data recovery, password recovery, data rebuilding, verification, data condensing, error resolution, and more. We’ve successfully helped clients with QuickBooks (Both Online and Desktop) over the last five years. In this blog, we’ll discuss the topic of merging company files in QuickBooks Desktop (two or more).

Since the beginning of time, QuickBooks has been considered to be an efficient accounting software that helps in managing the business software to avoid any complications. With QuickBooks, you can manage your data properly and work in a more managed setup. Usually, in business, you may find yourself needing two or more merged company files in QuickBooks Desktop to streamline the data or reduce duplication or discrepancies. It overall improves the accuracy of your data.

With the help of this article, we will guide you through the process of merging files, data files, or even copying lists to merge files in QuickBooks.

Why is Merging Files Important

As your business sees some growth, you might want to create more files, which will only lead to more confusion and data fragmentation. Therefore, merging company files is important. It can help you manage all the financial information, customer data, and other essential records into a single, more managed file. With this process, you can enhance the accuracy and simplify the reports and analysis.

How do you Merge Company Files in QuickBooks Desktop?

To make it easier for customers to combine corporate data, learn how to merge company files two or more in QuickBooks. By streamlining the procedure, our service reduces the possibility of errors that could occur during manual data transfer.

A Step Guide to Merge Files in QuickBooks

Backup data

No matter what you’re doing, creating a backup needs to be the prior decision. So, before you start merging company files in QuickBooks, create a backup of both the source and target company files. This method will ensure that your data is safe and can be restored in case there is any discrepancy.

To Merge Two or More Company Files in QuickBooks Desktop

• Select the QuickBooks Desktop and look for the ‘File’ Option.
• Select ‘utilities’ and then select “Copy Company File for QuickBooks File Merge”.
• Ensure both files have the same name, type, and level.
• Use the “Combine Reports from Multiple Companies” feature under the Reports menu.
• Add files by locating and opening the second company file.
• Select additional files to merge.
• Choose reports to combine and set the date range and report basis.
• Click “Combine Reports in Excel.”
• QuickBooks will open a Microsoft Excel worksheet with combined reports.

• Confirm your selections and start with the merging process.
• QuickBooks will then generate a merged company file that will contain the data from both the source and target files.
• Now that the merge is complete and successful, make sure that you carefully review the merged data to ensure nothing has been left and the data is accurate.

Read more— Merge Vendors, Suppliers, and Customers QuickBooks

What are the Limitations of Merge Company Files in QuickBooks?

Every little process has certain limitations that need to be taken care of. To merge the files, you need to keep a check on the following limitations of company files in QuickBooks.

• With QuickBooks, you cannot merge payroll transactions from a secondary file to a primary file. QuickBooks usually transfers payroll checks as regular checks with full line item details.

• Since QuickBooks SDK is not supported, it is difficult to merge with Bank Reconciliations. You will need to do one single reconciliation for each bank account/credit.

• Due to an inadequate quantity on hand to create the assemblies, Data files with negative inventory and/or assembly builds transfer over as pending builds and do not merge appropriately.

• Since QuickBooks does not maintain historical tax rate changes, data files including sales tax items and sales tax groups that were altered after they were first used might not transfer correctly.

• QuickBooks does not support the transfer of templates; thus, they are not moved from secondary files to the primary file. Nevertheless, following the merge, you can manually export templates and import them into the combined file.

• Since the QuickBooks SDK does not permit attachment transfers, attachments are not transmitted.
• To-do lists and customer notes are separate entities.

• Transaction custom fields in the secondary file(s) are not merged into the main file.

• Transaction definitions that have been committed to memory from secondary files are not moved and must be refreshed.

• Secondary file memorization reports are not transferred and must be re-memorized.
• QuickBooks file merge
  • It is not possible to move usernames from secondary files to the main file. Following the merge, users will need to be recreated.
  • Data on budgets cannot be combined.

Conclusion!!

To preserve structured financial records and streamline reporting, firms must have two or more company files in QuickBooks Desktop. The QuickBooks file merge service makes the procedure efficient and easy to use. You can merge your company files, data files, or copy lists with confidence by following the step-by-step instructions in this article, which will guarantee data accuracy and integrity all the way through. To guarantee a smooth transition, don’t forget to test the combined data, back up your data before beginning, and carry out any necessary reconciliations.

Frequently Asked Questions