Brandon, MB -- (SBWIRE) -- 02/22/2019 -- Even with Intuit's latest release of QuickBooks for 2018, users are left with limited options when it comes to merging data files necessary to run their business with the software.

QuickBooks lacks the ability to merge ledger transactions, accounts, customers, or vendors from multiple files into a single data file, leaving many small businesses with the time-consuming task of manually merging each transaction, or running the risk of making costly bookkeeping errors that can go unnoticed.

"The option to merge two company files using QuickBooks Online can only be done by either entering transactions manually or importing data into the relevant company file. Alternatively, one can purchase third-party software to perform the merge, or use a file merge service, " John Rocha, Technical Services Manager said. Rocha added that merging files is a meticulous task and must be done with extreme caution as it could lead to source data corruption, if carried out otherwise.

QuickBooks has a feature called 'classes' that can be used to track data by department, entity, or location. E-Tech, a leading QuickBooks file repair and data conversion service, moves the needle in the right direction when it comes to merging multiple data files into one. "This process is possible with QuickBooks Online company files but they first need to be converted to QuickBooks Desktop," Rocha said.

To merge or not to merge

Deciding whether to merge files or not can be a long shot, but E-Tech's advisors single out a few reasons why it may be necessary to merge.

Consolidating multiple files into one, initially entering data into more that one data file, entering data file into a local file rather than a networked file, or combining list and transaction data from multiple files and return a single company file with the merged data, are reasons one should consider a merge.

The process

The merge process involves merging lists, which includes Chart of Accounts, Customers, Vendors, Employees, Items, and Other Names, and merging transactions.

What gets merged and what does not

If a list name is present in the primary file, it will be merged. If not, the name will be added to the primary file. Classes can be added to all transactions in each company file which can be used for reporting purposes.

QuickBooks does not allow payroll transactions to be merged from the secondary files into the primary file, so payroll checks will be transferred as regular checks with full line item details.

Usernames are not transferred from the secondary files to the primary file. Usernames will need to be recreated after the merge.

Budget data cannot be merged.

For more information, visit https://quickbooksrepairpro.com/Quickbooks-File-Merge-Service.aspx

About E-Tech
Founded in 2001, E-Tech is the leading file repair, data recovery, and data conversion services provider in the United States and Canada. The company works to stay up to date on the latest technology news, reviews, and more for their customers.

For media inquiries regarding E-Tech, individuals are encouraged to contact Media Relations Director, Melanie Ann via email at Melanie@e-tech.ca.

To learn more about the company, visit: www.e-tech.ca

Media Contact
E-Tech
136 11 th St
Brandon, MB R7A 4J4
Melanie@e-tech.ca
www.e-tech.ca