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babutv2000
Level 1

I have two company account setup in QBO but both relate to one legal entity having two locations or branches. Can i combine these two accounts ? If so how ?

 
2 Comments 2
JamesM4
QuickBooks Team

I have two company account setup in QBO but both relate to one legal entity having two locations or branches. Can i combine these two accounts ? If so how ?

Hi babutv2000,

 

I'm happy to learn you're using QuickBooks to manage your business and get ahead with your work. The program offers a variety of tools and resources which help you bring your financials into focus. I'll be happy to share more info on this so you're on the right track.


If you're referring to two separate QB Online accounts, it's important to note that two separate subscriptions can't be combined. Based on what you've described, I recommend looking into the Location tracking feature which is offered on the Plus subscription. This powerful feature allows you to track your transactions by departments, product lines, or any other meaningful segments in your business. Here are the steps which show you how to set this up. 

 

To turn on:

  1.     Click the Gear icon.
  2.     Select Account and Settings.
  3.     In the navigational bar, click Advanced.
  4.     Select Categories.
  5.     Check off Track classes to turn on class tracking.
  6.     Click Save and then Done.                             

Here's how to set up classes:

  1.     Click the Gear icon and All Lists.
  2.     Select Classes. ( You can also add locations by selecting Locations.)
  3.     Click the New button.
  4.     Add the name of the class or location and click Save.

To add class tracking to payroll:

  1.     Click the Gear icon.
  2.     Under Settings, select Payroll Settings.
  3.     On the Setup Overview page, click on Accounting under Preferences.
  4.     If prompted, click Customize. If not, scroll down at the bottom of the screen to see the Classes section.
  5.     Select the option that will best fit your preference for class tracking.                          

To learn more about class tracking, here's a recommended article: Get started with class tracking in QuickBooks Online.

 

Give this a try and let me know how you make out. I'll be one message away in case you need further assistance. 

Fiat Lux - ASIA
Level 15

I have two company account setup in QBO but both relate to one legal entity having two locations or branches. Can i combine these two accounts ? If so how ?

@babutv2000 

Do you consider to merge 2 QBO accounts into one account? One QBO account is for one company file. You may manage branches/divisions by utilizing the Class/Location feature available in QBO Plus.

https://quickbooks.grsm.io/Canada

 

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