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Buy nowI have a new client that has two separate QuickBooks files for the same company. One file ("ABC A/R File") is for creating and sending invoices. The second file ("ABC Accounting File") is for collecting payments and also records all other business transactions. It was done because, back in the early 2000's, the person doing the billing and the person doing all the other bookkeeping were in two separate remote locations and couldn't send one file back and forth to each other.
Is it possible to merge these two files together?
It's great to have you here in the Community, @mlanni1060.
With QuickBooks Desktop (QBDT), merging two working company files isn't possible. It doesn't have a built-in feature to transfer data from one company file to another.
Thus, there are ways you want to consider when exporting and importing data in QBDT. Before doing the process, make sure to back up your company file.
You can manually import the data like lists and transactions using the Intuit Interchange Format (IIF).
Here's how to import IIFs:
For additional insights, refer to this article: Export, Import, and edit IIF files.
Additionally, you can import the data files in a CSV format to help you manage company records in QuickBooks.
Moreover, you can check out these articles to troubleshoot general export issues in QuickBooks:
Please let us know if you require further assistance with combining QuickBooks data files. The Community is here to help. Keep safe!
Consider purchasing a 3rd party service to merge your company files. You can ask to add classes to all transactions in each company file which can be used for reporting purposes. The merged file is audited to ensure all transactions were merged correctly. To combine multiple company data files, the chart of accounts in both files cannot have the same account name with different types. For example, if one company file has an account with name 'Accounts Receivable' of type AccountsReceivable, the second company cannot have an account name with the name 'Accounts Receivable' of another type. To resolve this issue, you will rename one of the accounts to 'Accounts Receivable1'. Also, only one company file can have Payroll transactions. If both company files have payroll, the payroll transactions cannot be merged. Other than that, all transactions types can be merged. Any number of files can be merged into a single QuickBooks data file or converted to QuickBooks Online later.
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