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. 

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.