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The P’s and Q’s of a QuickBooks file merge

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The P’s and Q’s of a QuickBooks file merge

August 27
20:20 2021

Brandon, MB – August 27, 2021 – Before considering a file merge for QuickBooks files, one should ensure that the reports are easily readable and that the chart of accounts are as closely identical as they can possibly be.

Only accounts with the same name and type in each report can be combined. Accounts cannot be combined if they are not at the same level, have spelling differences or different account numbers. Accounts are listed by type and within each type and are listed in the according to the first selected QuickBooks company file.

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’.

Classes can be assigned to the primary and secondary files prior to the merge. If classes are added, all transactions in each file will be overwritten by a single class for each data file.

A file merge can be used in instances when data needs to be entered into a networked file, entering combined data from multiple files into one, consolidating multiple data files into a single file after adding a class to each data file, merging data files prior to uploading to QuickBooks Online and amalgamating companies and continuing operations as a single entity.

There are three ways in which files could be merged: Using the Combined Reports feature in QuickBooks Enterprise, which is a built-in feature for merging files allowing to combine reports from multiple company files, using third party software available from the Intuit Market place to allow file merges with QuickBooks Desktop, and by manually exporting and combine files using Microsoft Excel.

QuickBooks Repair Pro offers an exclusive service that will merge all lists and transactions from two or more QuickBooks data files into a single QuickBooks data file. QuickBooks Online company files can be merged as well, but they need to be converted to QuickBooks Desktop format prior to the merge.

This industry-standard solution combines data from multiple company files into a single company file, with an audit performed after the merge to ensure that the transaction was performed accurately. This service works with all international versions of QuickBooks including the US, UK, Canadian, and Australian editions.

For a list of what can and cannot be merged, visit https://quickbooksrepairpro.com/Quickbooks-File-Merge-Service.aspx

About QuickBooks Repair Pro

QuickBooksRepairpro.com is a leading QuickBooks File Repair and Data Recovery, QuickBooks Conversion, QuickBooks Mac Repair, and QuickBooks SDK programming services provider in North America, serving thousands of business users all over the world. With over 20 years of experience with Intuit QuickBooks, QuickBooksRepairpro.com assists QuickBooks users and small businesses with a variety of services and work with the US, UK, Canadian, Australian (Reckon Accounts), and New Zealand versions of QuickBooks (PC and Mac platforms).

For more information, visit https://quickbooksrepairpro.com/

Media Contact
Company Name: E-Tech
Contact Person: Melanie Ann
Email: Send Email
Country: United States
Website: https://e-tech.ca/


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