Quickbooks are used by a large number of small to medium-sized business owners to process their everyday financial and accounting results. This is obviously due to the incredible features and addons that Quickbooks has in its store. Not just that, but Intuit is a positive company that specializes in offering the finest service to its customers. This is one of the reasons Quickbooks is at the top of the rankings. Quickbooks company files are critical to Quickbooks’ success. You can find yourself in a situation where you need to combine two QuickBooks company reports. Is it conceivable? Yes, of course, it is. With our assistance, you can complete the task quickly and easily.
In this article, we’ll go into all of the forms you can make this possible. Even though it is a totally safe and simple procedure, there are a few things you should keep in mind before beginning.
Remember to Merge Two QuickBooks Files
- Remember that the consolidated reports should be simple to interpret. You must construct a Chart of Accounts that is consistent with all business files.
- Accounts of the same name, type, and gradable level can only be combined.
- If the accounts are at separate tiers, they can never be combined.
- If their names are spelled differently.
- Have many account numbers.
The data of files that cannot be merged
- Payroll audits are typically consolidated into daily checks, but they are not recorded on payroll records.
- Furthermore, memorized transactions are seldom moved from secondary archives.
- Bank reconciliations are not supported by Quickbooks. As a result, they cannot be combined.
- The Data Files have negative inventory since the assembly builds are difficult to combine.
- Data files containing sales tax objects and grades will be modified.
The Complete Procedure To Merge Quickbooks Files
The day has now come. We will walk you through the steps necessary to combine two QuickBooks company reports.
Step 1: Make Use of the QuickBooks Combined Reports Feature
If you didn’t already know, Quickbooks has an in-built company file merger feature. You should make use of this fantastic feature to complete your tasks. This functionality allows you to easily merge such sheets and files such as the Balance Sheet Norm, Balance Sheet Overview, Statement of Cash Flows, Trial Balance, Benefit and Loss by Class, and so on.
To merge reports in QuickBooks Enterprise, follow these steps:
- To begin, navigate to the QuickBooks main menu. You must look for the Reports Menu here.
- Select the Reports menu.
- Choose Combine Reports from the submenu folder, which will be under Several Companies.
- Select Add Files.
- Look for another business paper.
- Choose Open.
- Repeat the procedure on any new business papers.
- Continue to the segment where you can choose which reports combining.
- Next, choose the reports for which you want to aggregate data.
- Set the time frame.
- You must press on a confirmed basis.
- In Excel, look for and select the Combine Reports option.
Step 2: Make Use of Third-Party Tools
There are many groundbreaking third-party apps available in the Intuit marketplace. In this vast variety of third-party apps, you should search for Quickbooks merge vendors. This app will assist you in efficiently and conveniently merging QuickBooks business files. Everything you have to do is download and install them to complete the job at hand.
It is also worth noting that the Intuit marketplace does not work with the Quickbooks Desktop edition. As a result, you’ll have to try the next move mentioned below to combine your Quickbooks company files.
Step 3: Export and Combine Manually
This approach requires you to manually export the Quickbooks files and then import them into the excel sheet.
Let’s see if we can do this.
- To begin, open the initial data files.
- Simply make a report out of the datasheets.
- The article would then be exported to the worksheet that has been opened in the Excel workbook. The one you previously made.
- Since the study has been exported, save the workbook.
- Close the first data file.
- You must now run the second data file.
- After opening the second data file, create the same article.
- You would have to export the paper to a new worksheet once more.
- Only open Microsoft Excel.
- You must first open the workbook.
- Here, you must manually compile two exported files from two separate worksheets into a third Excel Worksheet.
- Finally, save the Excel spreadsheet.
Our goal is to assist QuickBooks users like you in resolving any and all technical issues, especially those related to Quickbooks. We will use your help to do this. You will read more about QB mistakes in other blogs. We’re sure they’ll add value to your life in addition to resolving your QB issues. So, by then, adieu.