Combine reports from multiple companies using Spreadsheet Sync in QuickBooks Online Advanced

Learn how to combine reports from multiple QuickBooks Online Advanced companies using Spreadsheet Sync. 

Combining the reports gives you a more organised view of your companies' financial behaviour.

​​Before you combine reports

• Make your chart of accounts in each company file identical as much as possible. Account names aren’t case-sensitive.
  • Accounts get combined if they have the same name, the same type, and are at the same hierarchical level in each report.
• Accounts won’t get combined if:
  • They’re at different levels, such as a subaccount with a main account
  • They have spelling differences, such as “phone” and “telephone”
  • They have different account numbers
  • One account has an account number, but the other account doesn’t

Run multi-company reports

If you haven’t already, first Add your QuickBooks Online Advanced company data to Spreadsheet Sync.

In Spreadsheet Sync, you can combine these reports from multiple company files:

• Balance Sheet - Multiple Periods
• Profit and Loss - Multiple Periods
• Trial Balance - Multiple Periods

Combine reports

1. In the Spreadsheet Sync panel, select Run multi-company reports.
2. From the Select group ▼ dropdown, select the group you want to run the reports for.
3. Select report under the select a report to run field.
4. Select filters to download the data you want from the source.
   Note: The filters may vary depending on the type of report. 
5. Run report to get the data onto your spreadsheet. 
6. Use the spreadsheet’s built-in features to create custom charts and graphs with your QuickBooks data.