Data analysis

Mollymoo1 · ‎May 07, 2021

I need to analyse and use the data in Quickbooks better, for example pulling data by location and class, this doesn't appear to be possible without running separate reports. Does anyone have any suggestions or alternatives, how can i export the data?

I also need a consolidation approach as i have various QB companies. Many thanks

Mark_R · ‎May 08, 2021

Thank you for the additional information, @Mollymoo1.

At this time, consolidating data into one report, such as in your scenario, isn't available. As a workaround, you can consider exporting each report with all the data you need to an Excel file. Then, manually consolidate them from there. Here's how:

Click the Reports from the left menu.
Open each report you want to consolidate.
In the report, click the Export icon and select Export to Excel.
Then, manually consolidate your data from the Excel file.

I'm adding this article for more guidance: Export reports, lists, and other data from QuickBooks Online.

As always, you can visit our QuickBooks Community help website for tips and related articles for your future references.

Please keep in touch if there's anything else I can do to help you succeed with QuickBooks. I've got your back. Have a great day!

View solution in original post

EmmaM · ‎May 07, 2021

Hello Mollymoo1, we just need a little more information so we can suggest the best option are you looking for location and class only or do you need expense account supplier name for example, are you looking for just one specific class or location or multiple to be pulled? Thanks

Mollymoo1 · ‎May 08, 2021

I'd like to have all the data, so i could see on a granular / line level basis which costs are included, by supplier, by location, amount, date etc. Similarly for revenue.

I'd be happy if i can export all the data and analyse in excel, i can't see how to do this though.

In terms of consolidation, i have several companies and want to be able to build a simple consolidated model, but again can't see any easy way to do this.

Mark_R · ‎May 08, 2021

Thank you for the additional information, @Mollymoo1.

At this time, consolidating data into one report, such as in your scenario, isn't available. As a workaround, you can consider exporting each report with all the data you need to an Excel file. Then, manually consolidate them from there. Here's how:

Click the Reports from the left menu.
Open each report you want to consolidate.
In the report, click the Export icon and select Export to Excel.
Then, manually consolidate your data from the Excel file.

I'm adding this article for more guidance: Export reports, lists, and other data from QuickBooks Online.

As always, you can visit our QuickBooks Community help website for tips and related articles for your future references.

Please keep in touch if there's anything else I can do to help you succeed with QuickBooks. I've got your back. Have a great day!

Fiat Lux - ASIA · ‎May 12, 2021

@Mollymoo1 wrote:
In terms of consolidation, i have several companies and want to be able to build a simple consolidated model, but again can't see any easy way to do this.

@Mollymoo1

Explore this Business Intelligent app to consolidate your QBO accounts, including with other apps you have to get more combined reports.

https://go.zoho.com/LcV

Paul Shipway · ‎August 13, 2021

Hi @Mollymoo1 and @Mark_R

There are a few tools which focus purely on consolidation.

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