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Accounting & BookkeepingAccounting & Financial Management3MediumBookkeeper$ implied

Nonprofit bookkeeper cannot import data from one QuickBooks Online file to another for an organization merger, requiring manual journal entries.

QuickBooks Online lacks a native import feature to merge two company files, forcing manual entry of balance sheet items.

Severity

3Medium

Willingness to Pay

implied

Added

May 21, 2026

Workarounds Described

journal in the relevant balance sheet entries

Implied Software Gaps

Import tool that transfers balance sheet and transaction data between QBO files with account mapping

App Concept

MergeBooks Pro

A SaaS add-on for QuickBooks Online that enables one-click merging of two company files into a single account. It handles chart of accounts mapping, transaction history, and balance sheet rollovers, eliminating manual journal entries and reducing errors.

Key Features

Select source and target QBO files to merge
Automatic account mapping with conflict resolution
Bulk transfer of historical transactions and balances
Compliance with nonprofit fund accounting rules

Target Users: Bookkeepers and accountants at nonprofits and small businesses using QuickBooks Online who need to merge multiple company files.

Revenue Model: One-time fee per merge ($99 for nonprofits, $149 for businesses) or annual subscription ($19/mo for up to 3 merges per year).

Existing Solutions Mentioned

QuickBooks Online

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