How do I merge two company files in QB Desktop

Hi there, @sarahstoke.

I'm here to help you merge your company files in QuickBooks Desktop.

You can only merge the two company files if it has the same name, type, and level. To get started, the Combine Reports from Multiple Companies feature enables you to create reports combining balance sheets, profit and loss, statements of cash flows, and more. Then, you can export them as a Microsoft Excel spreadsheet file.

Before doing so, please note that there are a few data that you can't merge in QBDT. These are the following:

• Payroll checks
• Memorized transactions
• Bank reconciliation
• Budgets and Forecast
• Sales Tax Data Files
• Negative Inventory Data Files

To combine your reports, here's how:

1. Open the QuickBooks file in which you want to work.
2. Go to the Reports menu and select Combine Reports from Multiple Companies.
3. Click Add Files locate the second company file, then click the Open button.
4. Follow the same step to select the other company files you want to merge.
5. In the Select Reports for combining option, choose the reports to combine
6. Enter the date range in the From and To fields.
7. Choose your desired report basis.
8. Click Combine Reports in Excel.
9. QuickBooks will now open a Microsoft Excel worksheet with combined reports.

You can also use other third-party software that helps you combine reports from various company files. You can find such applications on the QuickBooks Desktop App Store.

I'll be sharing these references on other ways to import and export your data in QuickBooks:

• Import/export CSV files
• IIF Overview: import kit, sample files, and headers
• Export, import, and edit IIF files

Please let me know if you require additional assistance with your QuickBooks and company file. I'll respond as soon as possible. Have a wonderful day!

@sarahstoke 

You may have 2 options:

1. Utilize a migration tool

https://get.transactionpro.com/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

2. Purchase a 3rd party merge service.

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, 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. 

HOW DO I MERGE 2 INVOICES 

THE NAMES ARE SPELLED\DIFFERENTLY BUT ARE THE SAME CLIENT

Thanks for joining the thread, @lrad. We'll share details to help you about merging invoices inside the QuickBooks Desktop (QBDT).

We recognize how having this option would make it easier for you to manage your invoices and customers inside the program. Upon checking here on our end, the feature to merge invoices is unavailable. To get through this, you'll want to edit the first invoice and add the details you have from your second invoice. After modifying the first invoice, delete the second one so it doesn't become a duplicate transaction inside your company file. We'll write down the steps to get you going:

1. Access your QuickBooks Desktop company.
2. Go to the Customer menu, and then select Customer Center.
3. Locate the customer and then in the Transaction section beside Contacts, access the invoice.
4. Add the necessary details and once done, click Save & Close button.

In addition, here's an article to help you personalize your sales forms and manage invoice payments inside the program:

• Record an invoice payment.
• Use and customize form templates.

It's been a pleasure to have you here today, @lrad. We'll help you again if you need further assistance managing invoices inside the program. Keep safe, and have a good one.

I have 3 separately entered bank accounts for the same company.  These were entered as "New Companies".  How do I combine the reports to reflect all 3 bank accounts and or merge these 3 accounts under 1 company?  Please HELP!

@SherriGazz 

Which Qb Desktop year version do you have?

Welcome to the Community, Sherri. 

I understand the importance of being able to merge your bank accounts under one company. I'm here to ensure that this concern will be resolved and make the process as seamless as possible. We can take the following steps to better organize your accounts under that company. Here's how:

Option 1: Combine reports inside QuickBooks Desktop Enterprise. Allow me to share a list of reports you can combine in QBDT:

• Balance Sheet Standard 
• Balance Sheet Summary 
• Profit & Loss Standard 
• Profit & Loss by Class
•  Statement of Cash Flow 
• Trial Balance

Let me share some steps on how to combine these reports.

1. On the Reports menu, select Combine Reports from Multiple Companies.
2. Choose Add Files and find the other company file, then choose Open. Repeat the process until done. 
3. Under Select report for combining, select the reports you want to merge.
4. Select the report From and To date range, then choose a report basis.
5. Click Combine Reports in Excel. A Microsoft Excel spreadsheet will open with the combined information.

Option 2: Operate with third-party software.

You can utilize the Intuit Marketplace since it offers applications to help you with your concern regarding combining reports in QBDT.

Option 3: Manually export reports from each file and combine them using Microsoft Excel. 

1. Open your first company file. 
2. Please export the selected report to an Excel worksheet and save the workbook.
3. Open your second company file. 
4. Make the same report, export it to a new worksheet in the same workbook, and click Save.
5. Go to Microsoft Excel and open the workbook. 
6. Manually combine the two reports into a third worksheet.
7. Save the workbook.

For more information about the options I've mentioned, you can visit this article: Combine reports from multiple company files.

By visiting this article, you'll know how to send an email on a recurring schedule in QBDT: Set schedule and email information for a memorized report.

You can reply to this thread if you have further questions regarding merging bank accounts in QBO. We're always here, ready to assist you.

For example, the company is Joe's Subs.  There are three restaurants locations which each have their own bank account.  How do I bring these all together under one login/company in QB Desktop?

Hello there, Buell72.

Let me help you move your existing company file to the same login/company as your other files.

To manage your multiple company files on QuickBooks Desktop, you have the option to create a new file under the same login/company. However, you'll have to manually link the bank accounts for all three restaurant locations.

To carry over your data from your existing file to the new company file, here's what you'll need to do:

1. Make sure this change is right for you.
2. Keep a copy of your account balances.
3. Export your lists from the old company file.
4. Create a new company file.
5. Import your lists and enter the beginning balances.
6. Set up online banking, payroll, and other services.

For detailed step-by-step process, you can see this article: Start a new company file with data from your existing file.

If you have further questions in managing your company file in QuickBooks Desktop, let me know by commenting below. I'm here to answer them for you.

@Buell72 

Do you only need to consolidate the reports or merge all the files completely?

I need to merge two separate companies as one bought the other.

We just bought another company and want to merge their data with ours, how do we do that without losing any data?

@HershFam 

You can purchase a 3rd party file merge service. You should contact @Fiat Lux - ASIA for details.

Hey there, HershFam. I see that you want to merge two separate companies into one account in QuickBooks Desktop (QBDT). I'm here to share some details about this matter.

In QBDT, you can combine your financial reports from multiple QuickBooks Desktop company files. However, the feature to merge two company files is currently unavailable. With this, you might consider exporting your data from the other company and then importing them into the current company file you're using. 

If you want to merge your reports from multiple companies, you can do so by following the steps below:

1. Open the QuickBooks file in which you want to work.
2. Go to the Reports menu, then select Combine Reports from Multiple Companies.
3. Click Add Files, and locate the second company file, then click the Open button.
4. Repeat for additional files.
5. In the Select Reports for combining option, choose the reports to combine.
6. Select the report From and To date range, then select a report basis.
7. Click Combine Reports in Excel.
8. QuickBooks will now open a Microsoft Excel worksheet with combined reports.

Another option that you can do is to create a new company file to manage both data from your multiple company files. You can follow the instructions provided by my colleague, MirriamM.

Furthermore, I've included some of our helpful articles if you need a reference to guide on managing your company files within QuickBooks:

• Find QuickBooks company data files and backups.
• Update your company files to a new version of QuickBooks Desktop.

If you have other concerns or questions about managing your company data with QuickBooks, I'm always ready to help. Take care, and have a great day!

Hello JoesemM - wondering if you know if this process works in  QBD Pro Plus 2024?

I need to merge two sets of QB files into each other and I don't see Combine Reports from Multiple Companies.  in reports. 

Thanks for joining this thread, @917928. Let me chime in and provide additional information on why you were unable to see the option Combine Reports from Multiple Companies in QuickBooks Desktop Pro Plus.

Please know that the feature to combine reports from multiple company files, which you are trying to follow, is not available in QuickBooks Desktop Pro Plus. This feature is exclusive to QuickBooks Desktop Enterprise. Therefore, you were unable to proceed to the next step due to the unavailability of your current desktop version.

However, please don't worry as you can consider exporting your data and then manually combine the report. 

Alternatively, you can leverage third-party software to streamline this process. The QuickBooks Desktop App Store offers a variety of applications specifically designed to assist with merging reports in QuickBooks Desktop (QBDT). These applications can automate the process, saving you time and ensuring accuracy.

In addition, I've curated a selection of informative articles that can serve as your guide for managing your company files within QBDT:

• Find QuickBooks company data files and backups.
• Update your company files to a new version of QuickBooks Desktop.

Feel free to reach out to us if you have further questions about company files in QBDT. The Community is always here to help. Take care. 

@917928 

Do you need to merge your company files and use use only one file OR just need to consolidate reports?

I am using Premier Non-Profit and don't see an option for Combine Reports from Multiple Companies in Reports. Is there someplace else to look?

You can only see the combined reports from multiple companies in QuickBooks Desktop (QBDT) Enterprise, @E_GMPC. Allow me to discuss this one below.

Combining reports from multiple companies in QBDT Premier is currently unavailable. However, you can manually export them from each file and combine using Microsoft Excel. Let me guide you on how to do it:

1. Open your initial company file.
2. Export the chosen report to an Excel worksheet and save the file.
3. Switch to your second company file.
4. Generate the identical report and export it to a new worksheet within the same Excel workbook, then save.
5. Launch Microsoft Excel and open the saved workbook.
6. Combine the two reports manually into a third worksheet.
7. Save the updated workbook.

Additionally, you can also consider changing your plan to QBDT Enterprise to utilize combined reports from multiple company file features.

For future reference, you can check out this article to ensure that your account matches your real-life bank and credit card statements: Reconcile an account in QuickBooks Desktop.

Remember, our Community is always available to assist you with any questions or concerns about generating reports or analyzing data in QuickBooks Desktop. We're committed to providing prompt support whenever you need it.

@E_GMPC 

You can use the trial version of QB Desktop Enterprise to consolidate reports.