How to merge companies

Steps to merge two or more entities of the same type.

In Sage Fixed Assets:

1. Go to: File, Company Utilities, Merge Companies.
2. Select a Primary company, click Add, select a secondary company.
   Note: The Primary company will retain the current system numbers while the secondary company will be assigned new system numbers. If you need the new system number to track the assets, check the Asset Map box on the Merge companies window. This is the only opportunity to create this report.
3. Enter the New Company Name.
4. Click Merge.

Notes:

• The company setup of the secondary company must match the Business start date, Fiscal Year End, and short years of the primary company.
• Only companies that have matching Company Setup will be available for merge. For more information, see Unable to merge companies.
• The Merge Company function doesn’t change the existing companies. It copies the companies into a new company (that is, Company A and Company B will copy into a Company C).