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Use dynamic intercompany allocations in Intuit Enterprise Suite

by Intuit•3• Updated a day ago

Use dynamic intercompany allocations in Intuit Enterprise Suite. to split categories and accounts between your related companies. After you set up intercompany account mapping, you can move expense or income amounts from a source company to one or more target companies — and save the allocation as a recurring template if you run it on a schedule.

Note: This article applies to Intuit Enterprise Suite customers using the multi-entity feature. Account mapping and dynamic allocations must be managed from the parent company.

What you’ll need

  • An active Intuit Enterprise Suite subscription with more than one company.
  • Intercompany account mapping set up between each pair of companies you want to allocate between.

Account mapping tells Intuit Enterprise Suite which receivable and payable accounts to use when you do business between two companies. Set this up once for each pair of companies before you create your first allocation.

  1. Sign in to your parent company.
  2. Select Multi-entity, then Overview (Take me there).
  3. Select Set account mapping.
  4. Select Set up your first account mapping.
  5. In the Company 1 dropdown â–Ľ, choose the source company.
  6. In the Company 2 dropdown â–Ľ, choose the target company.
  7. In the Intercompany payable & receivable accounts dialog, use the Due to Company 2 dropdown ▼ and the Due from Company 1 dropdown ▼ to choose the correct accounts. 
  8. If necessary, repeat the process for the Due from Company 2 dropdown ▼ and the Due to Company 1 dropdown ▼. If your multi-entity allocations only use the first set of account allocations, you can leave this row empty. 
  9. To add additional intercompany mappings, select Add and repeat the setup process.
  10. When you’re finished, select Done. 

Create a dynamic intercompany allocation

Once your account mapping is in place, you can create a dynamic allocation to split an amount from a source company across one or more target companies.

  1. Log in to Intuit Enterprise Suite and select Consolidated view.
  2. Hover over + Create and select Dynamic allocation.
  3. In the Source company dropdown, choose the source company.
  4. In the Category dropdown, choose the category of the expense.
  5. Enter the transaction Amount, or select Find my amount to open a search screen and search for a prior amount, then Apply amount.
  6. Select Target companies from the dropdown. You can select more than one.
  7. Select Allocate.
  8. In the allocation list, adjust the amount or row for any allocation you need to edit.
  9. When you're finished, select Save.

If you run the same dynamic allocation on a regular schedule, save it as a recurring template instead of re-creating it each time. New instances post automatically on the schedule you set.

Note: Recurring templates for dynamic intercompany allocations are available beginning with the May 13, 2026 Intuit Enterprise Suite release.

  1. Create a new Dynamic allocation, or open an existing one.
  2. Complete the allocation as you normally would.
  3. Select Save as template.
  4. Name the template and confirm the template details.
  5. Set a schedule for new instances. Once scheduled, new instances post on the intervals you choose.
  6. Save the template.

To manage your templates, go to Intercompany transactions, select Manage IC settings, then select Recurring templates.

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