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January 21, 2021
Question

Combine reports from multiple company COMPARISON

  • January 21, 2021
  • 2 replies
  • 14 views

I need to do a combined report for multiple companies BUT it has to be a COMPARISON.  I cannot find it anywhere. I know our former employee that did the reports was able to do a comparison for mulitple companies but cannot find out how to do it.  Hopefully, someone can help me.

 

Thank you.

 

 

2 replies

Moderator
January 21, 2021

Don't sweat, @donnac2. Combining reports from multiple company files is easy as 1 2 3.

 

You have three (3) options to combine reports from multiple companies in QuickBooks Desktop (QBDT). But before we start on combining them, let's consider these things first:

 

  • Make sure your chart of accounts in the company files as identical as you can.
  • The accounts must have the same name, same type, and are at the same hierarchical level in each report.
  • The accounts are listed by type.
  • You may need to log in to your files and switch them to multi-user mode.

 

To proceed with the first option, you can go to the Combine Reports from Multiple Companies menu and combine the reports from there. However, this process is only available for the QuickBooks Desktop Enterprise version. Here's how:

 

  1. Go to the Reports menu, then select Combine Reports from Multiple Companies.
  2. Click Add Files and locate the other company file, then select Open. Repeat the steps for additional files.
  3. Select the reports you want to combine.
  4. Choose the date range of the report, then select a report basis.
  5. Click Combine Reports in Excel. This will open an Excel spreadsheet with the combined information.

 

Your second option is to use a third-party application that has the ability to combine reports from multiple company files. You can look for it from the Intuit Marketplace.

 

Lastly, you can manually export the reports from each company file and combine them using an Excel file. For more guidance, feel free to check out this article: Export reports as Excel workbooks in QuickBooks Desktop.

 

I'm also adding this article to learn more about combining reports from multiple companies: Combine reports from multiple company files.

 

Please don't hesitate to keep in touch with me here on your progress with this reports combining matter, I want to make sure you're taken care of.

donnac2Author
January 21, 2021

Hi Mark

 

Thank you for your help.  The combined I have done, now they want the comparison.  I read the article for Excel, so if i understand this, i  should open a new worksheet in excel, take the 2019 combined report that is done and paste it in the same workbook separate column  that I have the combined 2020.  This is the heading on the report that has been done in the past and  i'm not sure how to do the $change and % change, not sure where that is coming from.  Usulaly qb calculates this.  Not sure if you have the answer.  thank you

Jan 20Jan 19$ Change% Change
    
    
Level 4
January 21, 2021

Hi there, @donnac2.

 

Let me help share some information about adding a Profit Percentage to the report.

 

To calculate the percentage increase, you'll have to work out the difference (increase) between the two numbers you are comparing. Then divide the increase by the original number and multiply the answer by 100. If your answer is a negative number, then this is a percentage decrease.

 

To calculate the percentage decrease, you'll have to work out the difference between the two numbers you are comparing. Then divide the decrease by the original number and multiply the answer by 100. If your answer is a negative number, then this is a percentage increase.

 

I've also added this article for reference in case you want to learn how to customize reports in QuickBooks Desktop: 

 

Please let me know if you have any follow-ups or other questions. I'm always here to help. Wishing you the best.

 

September 23, 2021

What type of QB program is this possible. I have QB Pro and dont see this option

Fiat Lux - ASIA
Level 14
September 23, 2021

@sharon-newhof-gm 

The feature is available on QBD Enterprise. Utilize the trial version of it to generate the report. Otherwise, consider having a BI app like this one.

https://go.zoho.com/M5c