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Combining or merging QB files for the same company

Forum|Forum|4 years ago
November 3, 2021
1 reply
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Hello Folks!

My accountant worked on my QB file for FY20 while I was using mine to invoice customers. Now we are at a point that we need to sync the data, ie, getting the customers and invoices from my QB file imported into my accountant's QB file. I have not filled anything else on my QB file simply because I knew of some challenges in importing/exporting data. I really hope we can do this. I'm using Quickbooks Pro 2020 Desktop.

Looking forward to a great solution! Thank you!

M

QuickBooks Desktop

Best answer by Fiat Lux - ASIA

You may have 2 options:

1. Utilize a migration tool.

https://transactionpro.grsm.io/qbd

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

2. Ask your accountant to purchase and use a one time license of QBD 2020 or 2021 Accountant edition.

Fiat Lux - ASIAAnswer

You may have 2 options:

1. Utilize a migration tool.

https://transactionpro.grsm.io/qbd

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

2. Ask your accountant to purchase and use a one time license of QBD 2020 or 2021 Accountant edition.

G

gnocchiAuthor

Thank you!

So if I understand correctly, an accountant version of QB Desktop would allow him to merge the files instead of the other way around (me trying to merge his into my file), correct?

Fiat Lux - ASIA

If your accountant is using QBD 2020 Pro/Premier (not the Accountant edition), you have no choice but to use the migration tool I mentioned earlier. For your case, I would recommend using the file from your accountant as the final one for FY2020. Then run the Condense Data utility on your existing company file to delete all transactions before January 1, 2021 and use the condensed data onwards.

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