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Create groups to run multi-company reporting in Spreadsheet Sync

by Intuit Updated 1 week ago

Learn how to create groups to run multi-company reporting in Spreadsheet Sync.

In QuickBooks Online Advanced, you can organize your companies by creating groups in Spreadsheet Sync. You can then use the grouped companies to run consolidated reports in spreadsheets. 
Note: Only QuickBooks Online Advanced admin users and standard all-access users can open and manage Spreadsheet Sync.

Organize companies into groups

To organize companies into groups, create multi-company, or consolidated reports. 

  1. In the Spreadsheet Sync panel, select Company settings.
  2. See all the QuickBooks Online companies you have access to in Companies.
  3. To create a group, select + Create group.
    Note: You can also add QuickBooks Online Simple Start, Essentials, and Plus companies to a group for running multi-company reports.
  4. Enter a name for the group in the Group name field.
  5. Select the Currency for the group.
  6. Under Connected companies, select the companies under the Add to group column.
  7. Select Save.
QuickBooks Online Advanced

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