Easy Ways to Merge QuickBooks Company Files
QuickBooks users can merge two QB files with assistance of combine reports feature available in QB
Desktop. It will assist you involve profit & loss, balance sheets, copy transactions, and create reports and
more. Here, you will learn how to merge QB files, various points to be remembered before applying the
important steps and type of files that you can’t merge. If you face any difficulty for this job, QuickBooks
online customer service team will help you immediately.
Important Points to be remembered when you merge QB Files
The combined reports must be very easy to read, make the chart of accounts identical in various
Accounts may be merged, if they have same name and type.
Accounts will not be merged if-
1. They are at various levels
2. They have various spelling
3. They have diverse account numbers
You might have to sign in to your files and turn them to multi-user mode to create some space for the
Important Steps to Merge 2 QuickBooks company Files
Method 1- Using the built-in combined reporting feature
QB desktop enterprise includes built-in feature that assists you merge reports from various company files.
With the assistance of this reporting feature, you can merge following the reports-
Balance Sheet Standard
Balance Sheet Summary
Profit & Loss Standard
Profit & Loss by Class
Statement of Cash Flows
You should follow the instructions explained below to combine the reports in QB enterprise-
Step 1- First of all, you need to go to QB menu and select, “combine reports” from the multiple
Step 2- Select Add files> navigate to another company file> open.
Step 3:- You need to repeat the similar for additional files.
Step 4- From the “Select reports for combining” button, pick up the reports that you want to merge.
Step 5- Fill up from and to date range sections.
Step 6- Now, you should select a report basis.
Step 7- Finally, you must select the combine reports in Excel. An Excel sheet will display w