How to Merge QuickBooks Company Files?

by James Antonio

Most often, you might have felt the urgency of merging two company files on QuickBooks into a single file. This mostly happens when you have various departments or entitles, each of which has separate QuickBooks company files.

Especially, when a company has acquired another company, and there’s a collaboration happening. For such instances, merging two company files on QuickBooks makes the work easier and faster.

What is the Merging of QuickBooks Company File is all about?

There are many scenarios where an organization is required to mix different QuickBooks company file into one single file. This is when different QuickBooks files are merged for better use. This also helps to make lucrative business decisions quickly and easily.

How Merging Company Files on QuickBooks do takes place?

Very similar to the process of migrating data, merging files on QuickBooks stands out to be almost the same. If a QuickBooks company file is in the process, utilities like VERIFY DATA and REBUILD DATA must be run prior to the merging process.

After the process, a fresh backup of all existing files needed to be saved.

Things to Remember while Merging QuickBooks Files

The main objectives of merging two company files include being easily readable, creation of Chart of Accounts, and look similar to other different files.

However, there are few things to keep in mind while merging two company files. One of the most essential amongst that is files can be merged only if it has the same name, type, and gradable level.

Here are few instances where two company files on QuickBooks cannot be merged:

  1. The accounts won’t be merged if the files are at different levels. To state an example, would be a specific ‘Telephone’ account would be unable to combine with a ‘Telephone’ sub-account.
  2. If the files have different spellings they won’t merge. For eg., the ‘Telephone’ file would be unable to be merged with ‘Phone’.
  3. If the files have unmatched account numbers.

At times, there might be a need to log in to your files thereby turning them into a multi-mode to allocate space for the combination routine.

What data is not allowed for Merging?

There are few data that you cannot merge. Mentioned below are for your reference of the same:

Payroll Checks: Payroll checks are usually combined as regular checks and thus do not display in payroll reports.

Memorized Transactions: Memorized Transactions cannot be transferred from the secondary files.

Bank Reconciliations: Bank Reconciliations are unsupported on QuickBooks.

Negative Inventory Data Files: Data files that contain negative inventory and assembly builds poses as being tough to be merged.

Sales Tax Data Files: Data files that contain sales tax groups and items cannot be merged due to certain modifications to be taking place later.

Customer Notes and To-Do Lists: Customer Notes and To-Do Lists are unable to be merged.

Customer Fields: Customer Fields that are fetched from transactions cannot be merged.

How to Merge QuickBooks Company files?

Here are the steps to Merge Two QuickBooks Company Files:

Method 1: Built-In Merging Company Files Feature

QuickBooks Desktop Enterprise has a feature that is already built-in. It aids in merging reports from various other company files. Thanks to this feature, it will be possible for you to merge reports.

You can merge company files on QuickBooks with its super-easy to use the pre-loaded feature. Steps to execute the same are as below:

Step 1: Visit the QuickBooks Reports menu and select Combine Reports from Multiple Companies.

Step 2: Tap on Add Files and then navigate to another company file and hit Open. Follow the same for additional files.

Step 3: Under select reports for combining, select the reports you wish to merge.

Step 4: Fill data range fields: From and To.

Step 5: Select a Report Basis.

Step 6: Select Combine Reports in Excel. Following this step, an excel sheet would be appearing with the combined information.

Method 2: Merging Company Files on Third-Party Software

Other than the built-in feature, you can also use other third-party software that helps you to combine reports from various multiple company files.

Method 3: Merging Company Files by Manual Exports

Step 1: Tap on the first data file and start creating a report for this file.

Step 2: Export the report in Excel format and save the same.

Step 3: Tap on the second data file and start creating a report for this file.

Step 4: Export the report in Excel format and save the same.

Step 5: Run Microsoft Excel and workbook.

Step 6: Manually merge the two downloaded reports into a new worksheet.

Step 7: Save the workbook to finish merging.

Now, the concept of merging two company files on QuickBooks shouldn’t be a hiccup for you. Follow the steps mentioned above and get the work started smoothly.


Need Some one on one QuickBooks Assistance?


What Reports can I Merge with QuickBooks’ Built-in Feature?

With QuickBooks built-in feature, you would be able to merge the following types of reports:

Balance Sheet Standard
Balance Sheet Summary
Profit & Loss Standard
Profit & Loss by Class
Statement of Cash Flows
Trial Balance

Does the built-in file Merging Feature available on QuickBooks Desktop Enterprise?

Yes. The merging company files feature is pre-loaded on QuickBooks Desktop Enterprise.

What third-party Software is recommended for method 2 of Merging Company Files?

QuickBooks Pro or Premier are excellent choices for method 2 of merging company files since it comes along with many other additional features.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
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  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
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  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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