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View consolidated reports for multiple companies with Intuit Enterprise Suite

by Intuit•3• Updated 2 months ago

Consolidated reports are vital for businesses with multiple entities because they provide a comprehensive financial overview of the entire company. These reports give you insights into your accounts payable, accounts receivable, vendor expenses, and multi-entity transactions.

In addition to these reports, businesses can track the following data across entities:

  • Outstanding invoices owed by customers
  • Outstanding invoices owed to vendors or vendors
  • Summary of expenses by vendor
  • Debits and credits that make up individual transactions

As an Intuit Enterprise Suite account user, you can select 4 additional reports that come pre-filled with key data points:

  • A/P Aging Summary and Detail Report
  • A/R Aging Summary and Detail Report
  • Consolidated expenses by Vendor Summary 
  • Transaction Journal Report

Note: Report types include profit and loss, balance sheets, cash flow statements and trial balances.

All of these reports can help you improve cash flow, manage your relationships with vendors and customers, while making finance reporting easier. Your company could see improved profitability and increased productivity from using these reports.

Note: The consolidated reports for A/P Aging Summary and Detail, A/R Aging Summary and Detail, Consolidated expenses by Vendor Summary will be accessible via the Consolidated Reports section on the Reports (Take me there) Hub. Filter this data by company, report period, and accounting method.

How to view consolidated reports

The A/P Aging Summary and Detail, A/R Aging Summary and Detail, Consolidated Expenses by Vendor Summary reports

These reports can be found in the Consolidated Reports section of the Multi-Entity Hub and in the Reports app in the parent entity (available to Admin users). The A/P and A/R Aging Summary will also be displayed in a widget on the Multi-Entity Hub

The Transaction Journal Report

The Transaction Journal Report can be accessed from the Intercompany Transactions tab of the Multi-Entity Hub. You can only filter down to transaction-level data, and edits to transactions from this report type won't be available

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