Merge Two Companies


D

DomitianX

Is there a way to merge two companies? I need to merge a company in SBA with
another company in SBA.

Can it be done?
 
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K

kfrost

Hello DomitanX,

The product doesn't have any built in capabilities to merge two companies to
my knowledge but that doesn't mean you can't do it. You could export certain
things and import them.

Then there is a pretty robust SDK and you could create something to do your
merge.


--
(e-mail address removed).<Remove This Before Emailing>

Network & Software Integration
www.n-sv.com

"Helping put the pieces of your IT puzzle together"
 
D

DomitianX

One of the accounts is mostly invoices, there are very few transactions. What
should I expect when I export out of the one and import into the other?

--Mike
 
S

SG

Export doesn't work on transactions, so if you want to mess with it, it
means writing code.
 
K

kfrost

You can export your chart of accounts, Items, Customers and Vendors and Jobs
and Employees.

It's not going to export things such as invoices. You would have to write
something to do that. As a matter of fact I have something I was working
that copies Quotes from one DB to another. If you understand C#, you can
email me and I'll send you the project. If you don't, and need somebody to
assist, feel free to contact me and I'll be glad to talk to you about what
you need done.


--
(e-mail address removed).<Remove This Before Emailing>

Network & Software Integration
www.n-sv.com

"Helping put the pieces of your IT puzzle together"
 
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D

DomitianX

Like I said, there are few transactions. I can re-enter them if I want. I am
more worried about customer ID, Invoice #'s, etc. Does it handle duplicates
well?

--Mike
 
D

DomitianX

I am an ASP/SQL guy. I know very little about C#.

I need to merge two companies and one of them is mostly invoices. Any help
is appreciated.

I may just end up closing the one company and starting new in the other
company and keep the old one around for historical purposes.

--Mike
 
A

Allan Martin

kfrost said:
Hello DomitanX,

The product doesn't have any built in capabilities to merge two companies
to
my knowledge but that doesn't mean you can't do it. You could export
certain
things and import them.

Then there is a pretty robust SDK and you could create something to do
your
merge.
How many minutes do you think it would take to design and write the
application and, also acquire the programing skills? Do you think the OP
can do this during and extended lunch hour?
 
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A

Allan Martin

DomitianX said:
I am an ASP/SQL guy. I know very little about C#.

I need to merge two companies and one of them is mostly invoices. Any help
is appreciated.

I may just end up closing the one company and starting new in the other
company and keep the old one around for historical purposes.
You may want to consult with your accountant first rather than a Microsoft
engineer.
 

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