QuickBooks users can only merge two company files that have the same name, type, and level. To get started, users can employ the feature to “Combine Reports from Multiple Companies” for making reports that combine balance sheets, profit and loss statements, statements of cash flows, etc. These reports can later be exported as a file for Microsoft Excel.
What data cannot be merged in QuickBooks?
QuickBooks users cannot merge the following data:
- Payroll checks
- Sales Tax Data Files
- Memorized transactions
- Budgets and Forecast
- Negative Inventory Data Files
- Bank reconciliation
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Steps to Combine/Merge Two QuickBooks Company Files
The procedure for combining reports is enumerated as under:
- The users should first open the company file on which he/she wants to work on in QuickBooks.
- Now, click on the Reports tab.
- Here, choose the option to Combine Reports from Multiple Companies.
- Hit on Add Files and then search for the second company file.
- Subsequently, click on Open.
- Choose the other company files to be merged.
- Pick the reports to combine in the Select Reports for combining box.
- Fill in the dates in the From and To boxes.
- After that, pick the report type.
- In Excel, click on Combine Reports.
- Now, QuickBooks will open a Microsoft Excel worksheet with all the reports merged together.
Steps to Combine Reports in QuickBooks Desktop Enterprise
- To start off, run QuickBooks and head to the Reports tab.
- Now, click on Combine Reports from Multiple Companies.
- Hit on Add Files and choose the company file to be merged.
- Hit on Open.
- Pick the other company files in the same way.
- Now, choose the reports to be merged by clicking on Select Reports for Combining.
- Now choose a range of dates.
- After that, head to Excel and in Excel, click on Combine Reports.
- The data in the company files should be merged.
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Conclusion
This brief blog contained steps to merge 2 QuickBooks desktop company files into one. If you have any other queries related to the QuickBooks Desktop or other accounting products offered by Intuit, feel free to give our QuickBooks desktop support experts a call at the helpline 1-800-761-1787.
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