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userkassandra-torres
December 9, 2020
Question

Consolidated Reporting

  • December 9, 2020
  • 1 reply
  • 8 views

For Quickbooks Desktop, is there a way to consolidate reporting? I have seen 2 other questions, both had the answer no, but they were for QB Online and QB Enterprise. Does the standard Desktop version have this feature? I want to combine budgets and financial statements for 4 companies.

1 reply

M
Mark_RModerator
Moderator
December 9, 2020

Your issue ends here, @userkassandra-torres.

 

Combining reports is a built-in feature available only in QuickBooks Desktop (QBDT) Enterprise. Since you're using a standard version of QBDT, you have two options to consolidate your reports.

 

First, you can consider looking for a third-party application that works with QuickBooks Desktop from the Intuit Marketplace. While your other option is to manually export the reports to MS Excel and combine them from there.

 

Here's an article you can read for more details: Combine reports from multiple company files.

 

Just in case you want to upgrade your QBDT to Enterprise version for consolidating reports and more features, feel free to check this website: Upgrade to Enterprise.

 

I'm still open to your replies. If you have other concerns (account issues or product-related questions), don't hesitate to include them. Have a great day ahead!

B
bcertain
October 25, 2021

How many company files can be included in QBES consolidated reporting? I see that QBO you can have as many companies as you want. Is this true? Is it the same for Enterprise?

MichelleBh
MichelleBh
Level 8
October 25, 2021

You've come to the right place for answers, @bcertain.

 

Glad to hop in and provide some insight about reports in QuickBooks Desktop. This way, I can guide you accordingly. 

 

Yes, that's true. There's no limit to combining reports from multiple company files as long as you follow Option 1 correctly in the article mentioned above. 

 

Just keep in mind that reports can be combined from multiple business records are:

 

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

 

Additionally, check out this article below on how to personalize and memorize financial reports in QuickBooks: Understand reports.

 

Stay in touch with us if you have other questions about your account. I'm always ready to work with you again. Take care, @bcertain.

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