Hi there, jeff.
I'm here to share information about merging QuickBooks Desktop (QBDT) data.
Currently, it's not possible to merge two QBDT working company files as there is no built-in feature to transfer data from one company file to another. Therefore, you may want to explore alternative methods for exporting and importing data in QBDT.
Before doing the process, make sure to back up your company file.
You can manually import the data like lists and transactions using the Intuit Interchange Format (IIF). Here's how:
- Sign in to your company file as an admin.
- Go to the File menu and click Utilities.
- Select Import and select Import IIF.
- Select the IIF file you want to import and select Open.
- Select OK to confirm the import.
To know more about the process, refer to this article: Export, Import, and edit IIF files.
Moreover, you have the option to utilize CSV format for importing data files to facilitate the management of company records in QuickBooks.
You may also want to explore third-party applications that integrate with QuickBooks and enable the merging of two company files.
I'll add these articles that tackle troubleshooting general export issues in QuickBooks for future reference:
Please let me know if you have more questions about merging accounts or anything else, jeff. I'll be here to assist. Take care.
