Method:Classic General Q&A

Re: Multiple QuickBooks files

Sbobrow — Wed, 20 Nov 2013 13:27:27 GMT

Mary,

Thank you. The companies were initially setup as physically separate companies with separate EINs so we cannot mix them in the same file. I understand how to use QB to track different divisions within the same company,that is not an issue. Thank you for your time in responding. We are currently thinking we dont need to have two completely separate companies.

Respedtfully,

Shaunna

Re: Multiple QuickBooks files

mlongacre — Wed, 20 Nov 2013 05:26:01 GMT

Each Method account can only ever be linked to one unique QuickBooks file. If you have multiple QuickBooks files, you will need multiple Method accounts.

However you can create a multi-tenancy relationship between different Method accounts, so that you can look at the data from multiple Method accounts together, which would give you the visibility into multiple QuickBooks files from one "Master" Method account (but you would still need a "tenant" Method account for each additional QuickBooks file.) You would need to contact Method to set up the multi-tenancy relationships, and you should be aware that this is a more complicated setup requiring additional customization in Method.

The more important question is why do you have multiple QuickBooks files set up to represent different divisions of your company? You may be able to change the way you do your bookkeeping by bringing all of the data into one QuickBooks file and one Method account, and then using the capabilites of Method to track the separate divisions. Talk to a Method & QuickBooks specialist about your company's needs to see if there is a better alternative for you.

-Mary Longacre

QuickBooks

Sbobrow — Tue, 19 Nov 2013 23:54:04 GMT

My company has a couple of divisions but they are set up in QB as separate companies. Are we able do a separate company file using the same Method logon rather than having two separate Method accounts