Coming into unity – Merging files in QuickBooks

Brandon, MB, 26th Feb 2022, ZEXPRWIRE, A QuickBooks file merge could be considered when there are multiple QuickBooks data files that need to be consolidated into one single file, when switching to QuickBooks Online, if data was initially entered into more than one data file, and needs to be combined or if a local data file was used to enter data into, rather than the networked data file.

Before files are merged, it is important that files are backed up. QuickBooks must also be updated to the latest release.

Accounts can only be merged when they both have the same name, type, and gradable level. Also, while combining date 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’.

This can be done by identifying primary and secondary data files prior to the merge QuickBooks Repair Pro’s John Rocha said. “The merge process involves two steps: Merging lists and merging transactions, and [the difference between the two is that if the list name is present in the primary file, it will be merged, if not, the name will be added to the primary file, whereas all transactions from secondary files are transferred to the primary file.” Also, only one company file can have Payroll transactions. If both company files have payroll, the payroll transactions cannot be merged. 

QuickBooks Repair Pro offers an industry-standard solution to combine 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/