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View consolidated reports for multiple companies with Intuit Enterprise Suite

by Intuit•4• Updated 5 days ago

Learn how to view your consolidated reports for multiple companies in the Intuit Enterprise Suite.

View your financials across all your companies in one place. Manage everything from one dashboard faster so you no longer have to switch companies.

You and your team can use multi-company tools based on user permissions. These tools support consolidated reports and intercompany transactions

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

Consolidated report nameDescription
Consolidated A/R Aging Summary and Detail ReportsTrack outstanding invoices owed by customers across all companies, grouped by aging period.
Consolidated A/P Aging Summary and Detail ReportsTrack outstanding invoices owed to vendors across all companies, grouped by aging period..
Consolidated Expenses by Vendor ReportProvides a summary of expenses by vendor across all companies.
Consolidated Transaction Journal ReportDetails the debits and credits that make up individual transactions.
Consolidated Sales by Customer Summary and Detail ReportGenerate sales summaries by customers across all companies.
Consolidated Invoice ListDisplays invoices across all companies that the user has access to in the consolidated view.
Consolidated Transaction List by dateProvide details of all transactions across all companies, grouped by date.
Consolidated Transaction detail by accountProvide details of all transactions across all companies, grouped by account. 
Consolidated Deposit detailShow details of all deposits across all companies.
Consolidated Check detailShow details of all checks written across all companies.
Consolidated Profit and LossProvides a combined income statement across all companies for the selected period.
Consolidated Balance SheetPresents a unified view of assets, liabilities, and equity across all companies at a specific point in time.
Consolidated Cash Flow StatementsShows consolidated cash inflows and outflows across all companies, grouped by operating, investing, and financing activities.
Consolidated Trial Balance ReportDisplays a combined list of all accounts and their debit/credit balances across all companies.

View all your consolidated reports

Consolidated view only works if the user has access to two or more companies. The primary admin can grant consolidated reports access to the following roles:

  • Standard all-access
  • Reports view only
  • In-house accountants
  • Bookkeeper

Prerequisites

  • The primary admin needs to turn on consolidated view access for other users.
  • You must have access to two or more companies.

Here’s how you view your consolidated reports:

  1. Go to Reports Icon image of the Reports menu., then Standard reports (Take me there).
  2. Select a report in the Consolidated Reports section.
  3. Review the data by company, report period, and accounting method.
  4. Filter the data by company, shared dimension, or transaction origin.

Update your consolidated view user 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 your transaction journal report

The transaction journal report gives a clear view of each transaction. It shows activity for parent and child companies. Here’s how:

  1. Open the Accounting App.
  2. Select the Intercompany Transactions tab.
  3. Select View Transaction Journal for any transaction linked to an invoice/bill.

Note: Intercompany transactions have an IC mark in the Transaction Type column to distinguish them from non-intercompany transactions.

Map your chart of accounts by name

Find key data from summarized reports. Map your chart of accounts by account name or when you enable a shared chart of accounts.

Tip: You can also use these extra tools to help you work with Intuit Enterprise Suite.