QuickBooks File Merge Service
The ability to merge two company data files into one company is currently not available in QuickBooks Online. Each company is created as a separate file and can't be merged, but you can manually input the data into the company you want to keep.
Because of this, merging two or more QuickBooks files into one single file, has businesses turning to third party companies such as E-Tech that perform file merge services with guaranteed results. E-Tech will, moreover, add classes to all transactions in each company file which can be used for reporting purposes. The merged file is audited to ensure all transactions were merged correctly.
A file merge service can be used in any of the following scenarios:
- You used a local data file to enter data into and not the networked data file
- You entered data into two different data files and want to combine the files.
- Consolidating multiple QuickBooks data files into a single file after adding a class to each data file
- Merging data files prior to uploading to QuickBooks Online
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 Accounts Receivable, 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. Any number of files can be merged into a single QuickBooks data file or converted to QuickBooks Online.
What cannot be merged:
- Payroll checks are merged as regular checks and won't appear in payroll reports or W2 calculations
- Memorized Transactions definitions from secondary files are not transferred and will need to be memorized again
- Bank Reconciliations cannot be merged because QuickBooks does not support the transfer of Bank Reconciliations
- Data files with negative inventory and assembly builds do not merge correctly because there is insufficient quantity on hand to build the assemblies and they transfer over as pending builds
- Data files with sales tax items and sales tax groups that were modified after their initial use
- Data files with group items that were modified after their initial use
- Customer Notes and To-Do lists are NOT merged.
- Custom fields from transactions are NOT merged from the secondary file(s) to the primary file.
The actual file merge process is simple. You upload backup copies of the QuickBooks files you want to merge. We merge the files and send you a secure download link to download the merged file. This service works with all international versions of QuickBooks including the US, UK, Canadian, and Australian editions.