Merge QBD company files

Hello, bpekarna.

I can share some information with you about consolidating multiple companies under the same EIN in QuickBooks Desktop.

In QuickBooks, each company profile acts as a separate entity (one EIN per subscription). We're unable to combine more than 1 company profile. Though,  we got a workaround for this.

You can manually import IIF files such as transactions to only one company. Before doing the process, make sure to back up your company file.

Here's how to import IIFs:

1. Sign in to your company file as an admin.

   Note: If you’re in Multi-user mode, go to the File menu, then select Switch to Single-user Mode.

2. Go to the File menu, then select Utilities.
3. Select Import, then select Import IIF.
4. Select the IIF file you want to import, then select Open.
5. Select OK to confirm the import.

For more details, please check this article: Export, import, and edit IIF files.

If you have questions about any other processes, please let me know and I'll share some details with you @bpekarna.

@bpekarna 

You may have 3 options:

1. Utilize a migration tool to merge your company files.

https://transactionpro.grsm.io/qbd

2. Utilize a BI app to consolidate reports

https://go.zoho.com/M5c

3. Purchase a 3rd party file merge service.

Contact us in private for assistance.

QuickBooks doesn't have a built in feature to transfer data from one company file to another. However, you can use our BRC Transaction Copier to pull transactions from one company file, review them, and then import them into another company file.

Transferring bank account data from an account isolated in a different company file should work well.

I need to append, or merge one QB Desktop 2023 company files into a 2nd QB Desktop company.  How is this accomplished?

Thanks for joining this thread, @JimPC. I'll share additional details about combining company files in QuickBooks Desktop (QBDT).

The ability to merge two company data files into one is currently unavailable in QBDT. Each company is created as a separate file and can't be combined, but you can manually export the data of one company and import it into the company you want to keep using the Intuit Interchange Format (IIF) format.

Before starting the process, make sure to back up your company file. If changes occur, having a backup copy allows you to restore it to undo the changes.

You can follow these instructions to export your data:

1. Sign in to your company file as an admin.
2. From the QuickBooks File menu, select Utilities > Export > Lists to IIF Files.
3. Choose the lists you want to export and hit OK.
4. Browse to the location where you want to save your file and click Save.

Then, complete the following procedures to import them:

1. Go to the File menu, then select Utilities.
2. Choose Import and pick Import IIF.
3. Browse to the data, then hit Open and OK to start the process.
4. Follow the on-screen instructions.

Here's an article for more details about this process: Export, import, and edit IIF files.

Otherwise, you can look for a third-party app that offers a migration tool or supports the merging service process. You can browse this link to find an app: QuickBooks Desktop App Store or find one outside the QuickBooks program.

Additionally, you can check out this article to learn more about combining reports from multiple company files without limits on how many financial statements you can consolidate: Combine reports from multiple company files.

If there is anything else I can do to assist you with combining QuickBooks data files, please let me know. Just post a comment below, and I'll get back to you.

@JimPC 

You can use a migration tool.

https://get.transactionpro.com/qbd

Another option, contact me in private and we can help to merge your company files.

I need to merge 2 company files, complete data, not just reports, 1st company has 1st 6 months 2020 and 2nd company has 2nd 6 months 2020 data.  Can this be done?   Please advise. Thank you.

Hey there, @JimPC. 

I appreciate you coming back to this thread with additional questions. 

My colleague, @Kevin_C, above gave the best answer to your question. They provided workarounds that could help you with what to do next. 

I'm only a reply away if you need me again. Hope you have a wonderful day and weekend ahead! 

@JimPC 

You can try using the migration tool as I mentioned earlier or buy our service to merge your company files.