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kpike
December 12, 2023
Question

Accounting Firm merger - how best to merge our quickbooks online accounts?

  • December 12, 2023
  • 1 reply
  • 0 views

My firm is merging with another accounting firm.  We both have extensive QBO files that we want to merge into the same account.  What is the best way to do that?

1 reply

G
GebelAlainaM
December 12, 2023

Hello there, @kpike.

 

Let me provide you with the answer to your query about merging QuickBooks Online (QBO) accounts.

 

In QBO, the ability to merge two or more company files into one company is currently unavailable. Each company is created as a separate file and can't be merged. If you want to consolidate and compare your QuickBooks companies, check out our authorized 3rd party app, Qvinci Consolidations.

Also, if you want to move all your clients from one profile to another. You won't lose any data and will still be able to access them in the old profile. Check this article for guidance: Move clients to another QuickBooks Online Accountant profile.

 

Otherwise,  if you'll want to input the data manually into the company you want to keep. Visit this article for details: Merge companies, data files, or copy lists in QuickBooks Online.

 

Additionally, I'm attaching this helpful guide for managing duplicate accounts, customers, or vendors: Merge duplicate accounts, customers, and vendors in QuickBooks Online.

 

Keep me posted if you have clarification or additional questions about managing your QuickBooks accounts. It's always a pleasure to help you out.

K
kpikeAuthor
December 12, 2023

Wouldn't we be able to do something like - use one of our QBO Accounts as our new merged accountancy firm account.  Set up all the accountant employees as users and then ask the clients to give us accountant access to their QBO files (changing from the old Accountant to the New merged Accountant firm)?

S
SheandL
December 12, 2023

It's great to hear from you again, @kpike.

 

Let me share some additional ways to merge your QuickBooks Online accounts seamlessly. Aside from using the third-party app recommended by my colleague, the method you've suggested is also an effective way to combine both accountancy firm accounts. 

 

You can choose a primary QBO Accountant and add team members to your accountant team. Afterward, this will enable your clients to add the main QBO Accountant as their accounting firm for their company. To do so, you can follow these steps:

 

  1. Sign in to your QBO Accountant as an admin or a user with full access permission. 
  2. Go to the Team menu and select Add User.
  3. Enter your team member's full name and email address. 
  4. In the Roles section, click the dropdown to choose a default or custom role. 
  5. This is the only option; you can grant or deny more granular access to firm features. Select an option, such as Sales, Expense, Inventory, or Payroll, to expand access controls. 
  6. Check or Uncheck View, Create, Edit, and Delete capabilities as needed.
  7. In the Access to clients sections, select Edit client access.
  8. Check or uncheck the boxes next to client names to grant or dent bookkeeping access for this team member. 
  9. Once done, you can now hit the Send invitation.

 

You can also edit and update user information to ensure everyone at your accounting firm can access QuickBooks.

 

You can check this article out since it contains information on effectively tracking your clients: Manage clients in QuickBooks Online Accountant.

 

If you have other concerns regarding merging QBO accounts, please leave a comment below. I'm all ears if you have one.

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