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Create multi-entity reports in QuickBooks Online Accountant

by Intuit• Updated 1 week ago

If you work with clients who manage multiple companies, you don’t need to run reports one by one. With multi-entity reporting in QuickBooks Online Accountant, you can create a Profit & Loss or Balance Sheet across several entities at once. This lets you compare performance across companies side by side, spot trends and differences quickly, and prepare a consolidated view for groups, trusts, or multi-site businesses.

Who this is useful for

Multi-entity reporting is especially helpful for:

Franchise groups: Compare sales, wages, rent, and other costs across stores.
Family groups: Consolidate trusts and companies, and eliminate inter-entity loans or distributions.
Property developers: Track projects by entity, then compare sites and remove group charges.
Multi-site retail and hospitality: Roll up results across cafés, restaurants, pubs, salons, or gyms.
Professional services and healthcare groups: Compare revenue and expenses across clinics, practices, or firms.

How multi-entity reporting works

Multi-entity reporting brings data from several client companies into a single report. From the Clients list in QBOA, you can:

Select the client companies to include
Choose a reporting period and accounting method (cash or accrual)
Merge accounts, add custom rows, and post adjustments
Export your report to PDF or CSV

The report grid shows accounts on the left and balances for each entity on the right so you can review and adjust results easily.

Note: Availability may vary by region or firm. If you don’t see this option yet, your firm may not have access.

Before you begin

Make sure:

Each client has an active QuickBooks Online subscription (Ledger, Simple Start, Essentials, Plus, or Advanced)
You’re signed in through QuickBooks Online Accountant
You have access to each client you want to include
(Optional) You align charts of accounts across entities to make merging easier

Create a consolidated report

Follow this link to complete the steps in product
Select the checkbox next to each client you want to include.
Select Create consolidated report.
Choose your report period (date range).
Under Choose a report, select Profit & Loss or Balance Sheet.
Select your accounting method: Cash or Accrual.
Select Create.

The report grid will appear with accounts on the left and balances for each entity on the right.

Resume a saved report

If you’ve already worked on a consolidated report for the same set of clients, you can continue where you left off:

From the Clients list, select the same client files and choose Create consolidated report.
Select Show saved version.

QuickBooks will reload your previous draft, including:

Report type and period
Accounting method
Figures, adjustments, and notes you added

Merge accounts, add rows, and post adjustments

In the report builder, you can:

Merge accounts: Select related accounts and choose Merge to combine them.
Add rows: Insert custom lines for subtotals or manual groupings.
Adjustments: Enter values in the Adjustments column for consolidation entries (such as eliminating inter-company transactions). These changes affect only the consolidated report, not the client’s books.

Export your report

Select Export.
Choose PDF (for sharing) or CSV (for further analysis).

Quick tips:

Add notes to explain consolidation or adjustment decisions for collaborators.
If balances don’t look right, double-check the entities and date range.

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