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M
mipa718
December 28, 2022
Question

How to combine two projects into one?

  • December 28, 2022
  • 2 replies
  • 0 views

I have two projects with the same name and I want to merge the two together so that all the transactions are consolidated.

How do you do this?

 

To be clear: they are 2 different projects (not customers, not accounts, etc.)

    2 replies

    M
    Mich_S
    December 28, 2022

    I can think of two ways to merge two different projects in QuickBooks Online, @mipa718. Let me share more details about it.

     

    As of right now, the ability to merge projects is unavailable in QBO. You can manually copy the transaction information of the project you wish to merge and enter them into the ones you want to keep.

     

    Alternatively, you can export the project report to Excel and combine the projects from there. Here's how:

     

    1. Go to the Projects tab.
    2. Locate and open the project that you want to export.
    3. Click on the Project Reports button. 
    4. Select View on the Project profitability area. 
    5. As needed, edit any information.
    6. Once ready, click on the Export icon from the top right of the report. (See the image below for reference.)

     

     

    Feel free to also browse these helpful articles about how to manage projects and duplicate entries in QuickBooks.

     

     

    Please let us know if this goes. We're here to back you up 24/7 in case you need more help with projects, lists, or QuickBooks in general. Happy holiday and stay safe!

    C
    Christopher_Cummings
    August 29, 2023

    I too need to merge two projects. I see the response below but wanted to see if any changes have occurred since, where there is a feature to merge projects as easily as customers.

      S
      SarahannC
      August 29, 2023

      Thank you for joining this conversation, Christopher. I'm here to provide you with an update regarding the feature that allows you to merge projects.

       

      I understand how having a direct option to merge your projects would be beneficial for you. As of now, the ability to merge two or more projects in QuickBooks Online remains unavailable.

       

       Still, I recommend submitting your feedback directly to our product engineers. To make sure that our team receives your suggestion, please click on the Gear icon and select Feedback under the Profile column.

       

      No need to worry, there are third-party applications available that can help you accomplish this task quickly. You can follow these steps to discover suitable apps for your business through our website:

       

      1. Go to this link: QuickBooks Apps.
      2. You can select a specific category under the Categories section or search a particular app.
      3. Then, make sure to review the key benefits and FAQs.
      4. Once done, click the Get app now button.


      Please feel free to post again if you require further assistance or additional help. Our forum has knowledgeable contributors who can offer valuable insights, and I am always here to lend a hand whenever you need it, Christopher. Stay safe!

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