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Combine reports from multiple companies using Spreadsheet Sync
by QuickBooks Online Advanced• Updated 2 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
- In the Spreadsheet Sync panel, 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.
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