Merging multiple QuickBooks Online (QBO) accounts into a single account for streamlined management is a significant step in consolidating your business operations, and I'm here to help you achieve this, Bray.
Before anything else, please know that merging company data files is currently unavailable in QBO; however, we can manually input your data into your new company using the Export and Import feature.
To start the process, let's export your data from your existing QBO accounts:
If you need to export other data, such as estimates or charts of accounts, products and services, etc, please refer to this article: Export your QuickBooks Online data.
Once done, prepare the exported data for import:
If everything is in place and is correct, we can now proceed with importing your data into your new QBO account:
Additionally, you might want to check out these articles to learn more about importing data in QBO:
After importing your data, I recommend reconciling your accounts to ensure accuracy and then cross-checking these data against the original data in old QBO accounts to confirm that everything is correct.
Once done, you can refer to this resource to learn how to utilize our Location Tracking feature: Set up and use location tracking in QuickBooks Online.
If you have any questions along the way or need a little extra help, please don't hesitate to reach out. I'm here to assist you in any way I can, whether guiding you through a specific part of the process or offering some handy tips.
I would recommend to purchase a 3rd party service to merge your QBO accounts. You can contact @Fiat Lux - ASIA for assistance.
Another option, sign up for a new QBO account and use the exporter tool to proceed. Then use the importer tool to import data with locations/divisions.
https://get.transactionpro.com/qbo
Good morning Rogelio,
I have a few questions on the interactive results after merging multiple accounts into a single mother company.
Our goal is to have a mother account and three little companies into one single account. We want to be able to make transactions involving each company without logging off from one company to the other, in other words all the features QBO offers AP, AR, Chart of Accounts, Cash, etc.
Please advise.
Armando
We can integrate a third-party application to consolidate your business data into a single account, Armandoaer.
In QuickBooks Online, merging multiple accounts into a single mother company is currently unavailable. As a workaround, you can visit our app market to look for third-party providers that offer features and would help you make transactions involving each company without logging off from one company to another.
You may also follow these steps in finding applications within your QuickBooks Online account:
Additionally, you can consider utilizing our Location Tracking feature to help you categorize data from different locations: Set up and use location tracking in QuickBooks Online.
Furthermore, I'm sharing this reference to help you review and reconcile your accounts to ensure the accuracy of your books.
For any queries that come to your mind when managing data in your account, you're always welcome to leave them in the comments below. I'll be around to help. Keep safe.
You should maintain 3 QBO accounts for 3 company files with different EINs. Otherwise, you should contact Fiat Lux and purchase their service to merge your accounts.
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