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View consolidated reports for multiple companies with Intuit Enterprise Suite

by Intuit•3• Updated about 18 hours ago

Consolidated view gives your team one place to see and manage financials across all entities they have access to. It provides a bird’s-eye view on a dashboard that brings every entity together in a single, unified perspective.

You and your team members can access multi-entity capabilities such as consolidated reporting and intercompany transactions based on user permissions.

Multi-entity businesses can use these reports to track specific data across entities:

  • Consolidated A/R Aging Summary and Detail Report: tracks outstanding invoices owed by customers.
  • Consolidated A/P Aging Summary and Detail Report: tracks outstanding invoices owed to vendors.
  • Consolidated Expenses by Vendor Summary Report: provides a summary of expenses by vendor.
  • Consolidated Transaction Journal Report: details the debits and credits that make up individual transactions.
  • Consolidated Sales by Customer Summary Report: generates sales summaries by customer.

Note: Consolidated financial reports such as Profit and Loss, Balance Sheets, Cash Flow Statement and Trial Balance reports are also available in the Consolidated View of Intuit Enterprise Suite.

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.

View all consolidated reports

You can access these reports in the Reports (Take me there) app. The Primary admin can grant consolidated reports access to the following roles:

  • Standard All-Access
  • Reports View Only
  • In-House Accountants
  • Bookkeeper

Note: Consolidated view only works if the user has access to two or more entities.

Prerequisites

  • The Consolidated View feature must be enabled by the Primary admin.
  • You must have access to two or more entities.

To view consolidated reports, follow these steps:

  1. Follow this link to complete the steps in product Open this link in a new window
  2. Navigate to the Consolidated Reports section.
  3. Filter the data by company, report period, and accounting method.

Manage consolidated view access

  1. Sign in to your consolidated view as the Primary admin.
  2. Go to Settings Settings gear icon. and select Manage users.
  3. Select Edit for the user you want to update permissions for.
  4. Add companies or update roles for the selected user.
  5. Select Manage consolidated view permissions to update view, create, edit and delete permissions for list management and intercompany transactions.
  6. Select Continue to save changes.

View the Transaction Journal Report

The Transaction Journal Report provides visibility into individual transactions for both Parent and Child entities.

Prerequisites

  • The Consolidated View feature must be enabled.

To view the Transaction Journal Report, follow these steps:

  1. Open the Accounting App.
  2. Select the Intercompany Transactions tab.

Note: Intercompany transactions are marked with an (IC) label in the Transaction Type column to distinguish them from non-intercompany transactions.

Chart of accounts name mapping

Find essential data from summarized reports when a Chart of Accounts is mapped by account name or when Shared Chart of Accounts is enabled.

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