Was this page helpful?
Thank you!

Comments or suggestions?

Enter Email Address (optional)

Combine reports from two or more company data files

QuickBooks Desktop Enterprise has a built in feature that allows you to combine reports from multiple company files. If you need this feature and you are using QuickBooks Desktop Pro or Premier, use option 1 or 2. For QuickBooks for Mac, use option 2.  

Detailed instructions
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.
  4. 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.
  5. You may be asked to log in to your files and switch them to multi-user mode to accommodate the combination routine.
KB ID# HOW13293
3/23/2017 9:07:25 PM
QYPPRDQBKSWS05 9138 Pro 2017 54c487