Space for pervasive banner when authenticated
Combine reports from multiple companies using Spreadsheet Sync
Learn how to combine reports from multiple QuickBooks Online Advanced companies using Spreadsheet Sync.
With QuickBooks Online Advanced, you can create your own reports using Custom Report Builder.
Combining the reports gives you a more organized view of your companies' financial behavior.
Consolidate reports from multiple companies and streamline your business with QuickBooks Online Advanced.
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
Go to Reports
, then Spreadsheet sync (Take me there).Select Build multi-company reports.
Select the group you want to run the reports for.
Select the report you want to view.
Select Filters to download the data you want from the source.
Note: The filters may vary depending on the type of report.Run Report to get the data onto your spreadsheet.
Use the spreadsheet’s built in features to create custom charts and graphs with your QuickBooks data.
Sign in now for personalized help
See articles customized for your product and join our large community of QuickBooks users.
Call Sales: 1-800-365-9606
