Another reason could be that the company acquires another company and want to merge both company files, using a local data file to enter data into and not the networked data file, entering data into two different data files and need to combine 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 and amalgamating companies and continuing operations as a single entity.
Before the merge, it is important to remember that list items, especially General Ledger Accounts cannot contain duplicates. For example, you cannot call an account Communication Expense in one file and Telecommunication Expense in another.
Also remember that if a list name is present in the primary file, it will be merged; if not, the name will be added to the primary file. All transactions from the secondary files are transferred to the primary file.
What cannot be merged?
- QuickBooks does not allow payroll transactions to be merged from the secondary files into the primary file. We will transfer payroll checks as regular checks with full line item details.
- Username are not transferred from the secondary files to the primary file. You will need to re-create users after the merge.
- Budget data cannot be merged.
In order to merge two QBO Online companies, each QBO dataset will need to be converted to a Desktop version of QuickBooks first. The desktop files are merged and will need to be uploaded to a new QBO company file.
For more information, visit https://quickbooksrecovery.co.uk/