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Create groups to run multi-company reporting in Spreadsheet Sync

by Intuit Updated 2 weeks ago

Learn how to create groups to run multi-company reporting in Spreadsheet Sync.

In QuickBooks Online Advanced or Accountant, you can organise your companies by creating groups in Spreadsheet Sync. You can then use the grouped companies to run consolidated reports in spreadsheets. 

Accessing Spreadsheet Sync

The following user types can access Spreadsheet Sync:

  • Primary Admin
  • Company Admin
  • Standard (All access)

The following parameters apply to Accountant users:

  • Team members must have been provided client access.
  • Only clients with Advanced SKUs can use Spreadsheet Sync.
  • An Accountant user is considered a Company Admin on their client's company, thus all Accountant users should be able to access Spreadsheet Sync within a client's Advanced file.

Organise companies into groups

To organise companies into groups, create multi-company, or consolidated reports. 

  1. In the Spreadsheet Sync panel, select Group.
  2. See all the QuickBooks Online companies you have access to in Companies.
  3. To create a group, select + Create group. Select + Group multiple companies, if you are creating for the first time.
    Note: You can also add QuickBooks Online Simple Start, Essentials, and Plus companies to a group for running multi-company reports.
  4. Enter a name for the group in the Group name field.
  5. Select the Currency for the group.
  6. Tick the companies under the Add companies to group column.
  7. Select Save.
  8. From the Select report ▼ dropdown, select a report.
  9. Choose the filters you want to apply on the report.
    Under Date range, select whether to see weekly, monthly, quarterly, or yearly data and the start and end dates of your data period. (For multiple period reports, select filters for a total time period and comparative time periods.)
  10. Select Run report to generate the report on the spreadsheet.

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