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bmctreasurer2018
Level 1

can we merge separate company accounts? we currently have 10 churches that will become one and need to bring all the accounts together for future reporting.

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?

2 REPLIES 2
SIAB
Level 6

can we merge separate company accounts? we currently have 10 churches that will become one and need to bring all the accounts together for future reporting.

QB Online or QB Desktop?

Are those churches in the US or another country?

CharmieH
QuickBooks Team

can we merge separate company accounts? we currently have 10 churches that will become one and need to bring all the accounts together for future reporting.

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:

  1. Go to the Gear icon.
  2. Select Export data.
  3. On the Reports tab, set the date range.
  4. Add or remove items from the Reports and Lists tabs by turning the switch on or off.
  5. Select Export to Excel.
    Export Data.png

 

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:

 

  1. Go to the Gear icon, then select Import Data.
  2. Choose what you want to import.
    Import1.png
  3. Select Browse, find your saved file, then select Open.
  4. Select Next.
    Import2.png
  5. In the Your Field column, select each arrow and match your fields to the correct QuickBooks fields.
  6. Select No Match for any fields that don’t have a match.
    import3.png
  7. Review the contacts. Untick any you don’t want to import.
  8. If everything looks correct, select Import.
    import4.png

 

You can also upload CustomersVendorsProducts 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:

 

  1. Go to the Gear icon, then click Account and settings.
  2. Select Advanced.
  3. Click the Pencil icon in the Categories section.
  4. Turn on the Track locations switch.
  5. Hit Save, then Done.
    Track Location.png

 

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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