Create groups to run multi-company reporting in Spreadsheet Sync

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. 
Note: Only QuickBooks Online Advanced admin users and standard all-access users can open and manage Spreadsheet Sync.

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

By organising companies into groups, you can create multi-company or consolidated reports. 

1. In the Spreadsheet Sync panel, select Company settings.
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. Under Connected companies, select the companies under the Add to group column.
7. Select Save.