- Allow me to help share some insights about combining two accounts in QuickBooks Desktop. To make sure I'm on the same page, are you trying to merge two company files in QuickBooks? If so, that option is currently unavailable. However, if you're trying to combine reports from two company data files, let me share the ways to do that.
- How to Merge Accounts in QuickBooks. Merging QuickBooks accounts is an action that basically gets rid of one account and keeps another. When you merge two QuickBooks accounts, all accounting information, including financial reports, transactions and credits, are automatically merged into the account you keep.
A file merging service can be used in any of the following scenarios:
The technique to merge your accounts is basically for 2005 version of Quicken but, I think that it will for the latest versions too. All you have to do is to install any older version ( for example: 2005 or 208 version) after the installation of the latest version of Quicken.
- 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
Before you combine reports, take note of the following:
- To make combined reports easier to read, make your Chart of Accounts in the several company files as nearly identical as you can
- Accounts will be combined if they have the same name, same type and are at the same hierarchical level in each report. (Account names are not case sensitive)
Accounts that will not be combined:
- Accounts at different levels (For example, “Telephone” account is not combined with “Telephone” sub-account). Spelling differences (For example, ‘telephone’ is not combined with ‘phone’)
- Different account numbers
- One with an account number and one without an account number
- Accounts are listed by type. Within each type, accounts are listed in the order of what has been done in the first selected company file. Subsequent accounts from the other company files are appended in the order they are encountered
Data that will not 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
E-Tech provides a turnkey service to merge multiple company files into a single company file. The service combines lists and transaction data from multiple files and return a single company file with merged data. The merge is then audited to ensure the financial accuracy of the merged data.
More Information:
'Pigments' <rober...@yahoo.com> wrote in message
news:6Bajj.4927$Y63.4551@trnddc03...
I wouldn't know if there are [specific] H&B nuances at issue as I'm Q06Dlx
(I don't see why there would be though), but why can't you just enter
historical info into your file and simply enter an adjust to zero etc. item
for some total along the way.
That way you can put in batches of history as you're so moved.
That way you wouldn't have to worry about combining some time down the road.
That way as you put it in it's always there.
FWIW, that's what I did way back when when I first began using Qkn.
It never occurred to me to make a new file.
I started using Q 'for real' and then gradually entered and reconciled prior
statements.
Depending upon the account, sometimes I just entered a statement balance
line (and offset), other times I entered the entire statement (and an offset
line) and sometimes just selected lines (and an offset line).
I guess you could also put it into a parallel 'closed' account that was kept
at zero.
Similar affect.
Quicken Merge Two Investment Accounts
Merge Two Quicken Files
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Long Valley, NJ