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our 10 churches currently report separately. they are going to become part of a multi-site church and so future accounts will be produced at the top level. if all of the individual churches use QB will it be possible to combine the 10 sets of accounts into one?
QB Online or QB Desktop?
Are those churches in the US or another country?
While merging companies in QuickBooks Online (QBO) is unavailable, you can import your data from one company account to the one you want to keep, Bmctreasurer2018.
Here's how to export your data:
Please check this article for more information: Export your QuickBooks Online data.
Once done exporting data to Excel, you can now import them to the other company. Here's how:
You can also upload Customers, Vendors, Products and Services, and Invoices.
Also, setting up the location tracking in QBO can help categorize data from different churches by locations, offices, regions, outlets, or departments within the same company. Please know that this feature is only available for QBO Plus and Advanced plans.
If you want to use location tracking for your future reporting, please follow the steps below:
For more information, please visit this article: Set up and use location tracking.
I'll add this helpful resource that you can use to guide you whenever you're ready to match your transactions with the accounts in QBO: Reconcile an account.
Do you have any other questions about managing your data in QuickBooks, Bmctreasurer2018? If so, feel free to return to this thread and leave us a reply below. We're all dedicated to helping you further.
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