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Combine reports from two or more company data files

If you have two or more separate companies, and you are tracking them in separate QuickBooks company data files, you have some options for producing reports that combine data from all of your companies.

 

Overview

There are several things you need to know before you try to combine reports:

  1. To make combined reports easier to read, make your chart of accounts in the several company files as nearly identical as you can.
  2. 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.)
  3. 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.
  1. 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.
  2. You may be asked to log in to your files and switch them to multi-user mode to accommodate the combination routine.
Detailed instructions

 

 

 

If these steps do not resolve the issue, you can read discussions and post messages and questions relating to your issue on the Intuit QuickBooks Community site for free or you can contact a technical support agent for additional guidance. Fees may apply.

 

KB ID# HOW13293
10/31/2014 6:30:59 AM
PPRDQSSWS402 9102 Pro 2013 7a0105