The do’s and don’ts of a QuickBooks file merge

Brandon, MB, 14th Feb 2022, ZEXPRWIRE, Records in QuickBooks that need to be merged must be carefully planned and identified prior to the merge.

It is important to remember that when a single individual or company has more than one role in QuickBooks they must be separated. Functions cannot be undone after records are merged, which is why a backup is always necessary.

“Because Intuit lacks critical QuickBooks features like the ability to merge ledger transactions, accounts, customers, or vendors from multiple files into a single data file, small business are tasked with manually merging each transaction which could result in irreversible bookkeeping errors,” QuickBooks Repair Pro’s John Rocha said.

Furthermore, Rocha said that when combining company files, company data file comes with an account with brand ‘Accounts Receivable’ of type AccountsReceivable, the next company cannot have a merchant account name with the brand ‘Accounts Receivable’ of another type. It is also important to remember that payroll transactions can’t be merged. Accounts to be merged must have the same name, type, and level. Accounts having the same name but different level or different spellings cannot be merged. Also it is not possible to merge QuickBooks accounts having different account numbers

QuickBooks Repair Pro’s solution is a file merge service that amalgamates data from two company files into a single company file for small businesses and accounting professionals. The data is then audited to ensure complete accuracy.

For more information about this service, visit

About QuickBooks Repair Pro is a leading QuickBooks File Repair and Data Recovery, QuickBooks Conversion, QuickBooks Mac Repair, and QuickBooks SDK programming services provider in North America, serving thousands of business users all over the world. With over 20 years of experience with Intuit QuickBooks, assists QuickBooks users and small businesses with a variety of services and work with the US, UK, Canadian, Australian (Reckon Accounts), and New Zealand versions of QuickBooks (PC and Mac platforms).

For more information, visit

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Published On: February 14, 2022