I can share some information about integrating business accounts in QuickBooks Desktop (QBDT), @CdSecretary.
You can create a new company file to combine different company files in one main file.
You'll just have to keep a copy of your account balances by generating either of these reports: Account balances, Customer balances, or Customer balances. Then, export your lists from the old company file.
Here's how to create a new company file:
- Open QuickBooks Desktop and go to the No Company Open window, select Create a new company.
- At this point, you have two setup options:
- Choose Express Start or Start Setup if you want to get started right away. You only need to enter your business name, industry, and business type and select Create Company File to create your company. You can enter this info later on.
- Select Detailed Start if you want to do a complete setup, so all of your info is in from the start.
- Follow the onscreen steps to finish the setup.
You can refer to the following article for more information combining your company files and creating this new company file: Start a new company file with data from your existing file.
From here, you can now continue setting up your business like your basic company information and other specific information: Get started with QuickBooks Desktop.
Please let me know if have other concerns in setting up your company file by leaving a reply below. Take care and have a great rest of the day!
