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kevclark52
Level 1
posted
‎February 26, 2020 04:04 PM
last updated ‎February 25, 2020 9:04 PM

I have 3 cust who are different branches of the same org. They do a combined annual audit. Can we merge all 3 sets of figures for audit but still keep individual accts

 
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2 Comments 2
Bonny_
Moderator
Moderator
‎February 26, 2020 04:50 PM

I have 3 cust who are different branches of the same org. They do a combined annual audit. Can we merge all 3 sets of figures for audit but still keep individual accts

Hi kevclark32,

 

Are the three branches connected to one QuickBooks Online company? If so, you can customise the audit reports by the specific accounts of the branches using the Customise option on the top-right corner of the report. 

 

If they are three separate QuickBooks Online companies, you may need to use a third-party app integration to consolidate the branches together and generate the audit reports from there.

 

Bonny

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kevclark52
Level 1
‎February 26, 2020 05:01 PM

I have 3 cust who are different branches of the same org. They do a combined annual audit. Can we merge all 3 sets of figures for audit but still keep individual accts

Hi Bonny

 

3 Separate companies. I have been given the same answer about a third party app by several others.

 

Thanks for your response

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