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Consolidated Reporting

I am new to QB Enterprise and interested in the consolidated reporting feature.  Are there only select reports that I can consolidate.  I really need to consolidate a budget report (budget overview) across multiple companies and wondering if that's an option.  I only see expense based reports as an option.

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Re: Consolidated Reporting

Hope your day is good, gussiedup911. 

 

Consolidating a Budget report is unavailable in QuickBooks Enterprise. Click here to get further details about combining reports from your multiple company files. From this article, you'll know those available reports to consolidate.

 

I'll take note and send this feedback to our product engineers. They might include this as one of the available reports to consolidate in QB Enterprise in the next product update.

 

Meanwhile, you can open your multiple companies individually and export the budget report in each company to excel. This way, you'll be able to combine all your budget reports.

 

Let me know if you need more help with QuickBooks Enterprise. I'll be around.

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Re: Consolidated Reporting

Thank you!  I would have to open each company individually and export each budget individually to excel and then combine all those reports together?  just looking for an easier way as I have at least 20 companies to combine monthly.

QuickBooks Team

Re: Consolidated Reporting

Hi gussiedup911,

 

Currently, we have limited reports available for combining from multiple company files. Let me share them with you and help you consolidate these reports.

 

  • Balance Sheet Standard
  • Balance Sheet Summary
  • Profit & Loss Standard
  • Profit & Loss by Class
  • Statement of Cash Flows
  • Trial Balance

While exporting your reports to Excel is one of your options, you can check for third-party applications. Please visit our Intuit Marketplace for more information.

 

Here's an article about combining reports for details.

 

You can also check our page about reports if you need some help articles for your future tasks.

 

Reach to us if there's anything else you need help. We're always here for you.

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