It's a pleasure to have you here today, @LizBee1. I'll share an insight to help you get through and combine company data from different licenses of QuickBooks Desktop (QBDT).
Since you have two program licenses, know that in QBDT, you can only merge two company data if they have the same type, level, and name. To get you going, you can utilize the Combine Reports from Multiple Companies features to generate a report that combines your balance profit and loss, statements of cash flows, balance sheets, etc. Once done combining the data, you can export them as a Microsoft Excel spreadsheet type of file.
Also, before anything else, please be aware that there are specific data that you can't merge inside the program. I'll list them below:
- Memorized transactions
- Budgets and Forecast
- Negative Inventory Data Files
- Payroll checks
- Bank reconciliation
- Sales Tax Data Files
Now, to combine reports inside your company file, these are the steps:
- Open the QuickBooks file in where you'd like to perform the steps.
- Go to the Reports menu, and select Combine Reports from Multiple Companies.
- Click Add Files locate the second company file, then click the Open button.
- Follow the same step to select the other company files you want to merge.
- In the Select Reports for combining option, choose the reports to combine
- Enter the date range in the From and To fields.
- Choose your preferred report basis.
- Click the Combine Reports in Excel button.
- QuickBooks will now open a Microsoft Excel worksheet with combined reports.
For further guidelines, please see this article: Combine reports from multiple company files.
Apart from that, I've got you these handy references to help you in moving your data from one company to another:
Once again, thank you for dropping by here in the Community space, @LizBee1. Feel free to mention my name in the comment section below if you need further assistance managing company data inside QuickBooks. I'll try my best to get back to you right away. Stay safe!
