This article will help you combine your financial reports from multiple QuickBooks Desktop company files. There are different ways you can do this--using QuickBooks Desktop itself, via a third-party application, or manually in Excel.

This piece is part of a series that covers how reports work and the common reporting tasks in QuickBooks Desktop. To learn more, refer to these articles:

Before you combine reports, take note of the following:

  • To make combined reports easier to read, make your Chart of Accounts in the several company files as nearly identical as you can.
  • 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.)
  • 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.
  • 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.
  • You may be asked to log in to your files and switch them to multi-user mode to accommodate the combination routine.