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Combine reports from multiple companies using Spreadsheet Sync

by Intuit Updated 4 months ago

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

Combining the reports gives you a more organized view of your companies' financial behavior.

​​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 Period
  • Profit and Loss - Multiple Period
  • Trial Balance

Combine reports

  1. In the Spreadsheet Sync panel, select Build multi-company reports.
  2. Select the group you want to run the reports for.
  3. Select the report you want to view.
  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.
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