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userkatyskardsllc
Level 1

How do I merge multiple companies or cancel one and keep one.

 
3 Comments
gayatriluthfias20
Level 6

How do I merge multiple companies or cancel one and keep one.

Hi @userkatyskardsllc , you couldn't merge 2 company in 1 file. If you want to, enter it manually into the data that you want to keep. You could try 3rd party app Qvinci Consolidation that allowing to consolidate. I'll give you the articles about Merge companies and Merge multiple companies . Comment below for further issue. Cheers.

JamesDuanT
Moderator

How do I merge multiple companies or cancel one and keep one.

Let's get this together, userkatyskardsllc.

 

If you want to use a single log in credential for multiple companies, we can follow the consolidation process. You an follow the detailed steps in this article: Sign in to multiple QuickBooks Online companies with one user ID.

Note that you can add multiple companies to your QBO account: Create or add another company.

 

If the merging process you're referring to is to move the company data from one QBO to another, we don't have a direct way of doing this. We'll do the following process:

  1. Export lists from your current QBO account.
  2. Import it to your other QBO account.
  3. For the transactions, you can either:
       • Connect your bank account and import/manage the transactions.
       • Manually record the transactions from the account.
  4. Cancel the QBO subscription you're not going to use.

You can follow this article for the detailed steps: Move your lists to QuickBooks Online.

 

Another option is to search a third-party application online that can directly do this.

 

We'll be right here if you need further assistance with this. Have a great day!

Fiat Lux - ASIA
Level 15

How do I merge multiple companies or cancel one and keep one.

@userkatyskardsllc 

Utilize a 3d party tool to migrate data between QBO accounts.

https:// transactionpro.grsm.io/qbo

 

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