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bpekarna
October 22, 2021
Question

Merge QBD company files

  • October 22, 2021
  • 3 replies
  • 0 views

Hello,

 

Was wondering if I'm able to merge/combine/consolidate multiple company files that are all under the same EIN in QuickBooks Desktop. My predecessor did not know that you could add more than a couple bank accounts to a company file so she opened different company files. 

 

Thank you! 

3 replies

G
GlinetteC
October 23, 2021

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.

    Fiat Lux - ASIA
    Fiat Lux - ASIA
    October 23, 2021

    @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.

    J
    JimPC
    July 25, 2023

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

    K
    Kevin_C
    July 25, 2023

    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.

    BigRedConsulting
    BigRedConsulting
    October 25, 2021

    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.

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