Reporting Across All Companies

I'm glad to hear from you today, mjlcapital.

Combing reports to search unpaid bills across all companies would save us a lot of time. However, the option to do this is unavailable in QuickBooks Desktop.

As a way around, you might want to look for a third-party application that can work and integrate with QuickBooks or manually export reports from each file, and combine them using Excel.

Here's how:

1. Click Reports at the top menu bar and choose Vendors & Payables.
2. Select Unpaid Bills Detail.
   
3. On the report screen, click the Excel drop-down and choose to Create New Worksheet.
   
4. Hit Save.

I'm including the following write-up which may come in handy. We can find more details about what reports from multiple company files we can combine: Combine reports from multiple company files.

While this isn't available, we can submit your feedback to make the program better by going to the Send Feedback Online on your QuickBooks Desktop.

Don't hesitate to let me know if I can be of additional assistance or if you have any other report concerns. I'm always here to keep helping. Have a nice day, mjlcapital.

Is there a QB solution for this issue yet - it's been 2 years and I have the same need to create reports across companies.

I've got you, @Lissa8. I'll be glad to guide you through the process of combining reports across companies in QuickBooks Desktop (QBDT).

Please know that this feature is exclusive to QBDT Enterprise subscribers. Additionally, this is the list of reports that you can combine across companies:

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

Here's how you can combine reports:

1. Go to the Reports menu and select Combine Reports from Multiple Companies.
   
2. Pick Add Files, look for the other company file, and choose Open. Repeat for additional files.
3. Beneath Select reports for combining, pick the report you want to combine.
4. Select the range of the report in the From and To fields, then choose a report basis.
5. Click Combine Reports in Excel. Then, a Microsoft Excel spreadsheet will be generated with the combined information.

If you have the QBDT Pro or Premier subscription, you can consider upgrading your plan.

If not, you can manually export reports from each file and combine them using Microsoft Excel. Feel free to locate the process in this article and go to Option 2 section: Combine reports from multiple company files.

Additionally, check out this article on how to save a report's customization: Create, access, and modify memorized reports.

Don't hesitate to return here if you have additional questions about combining reports in QBDT. Just leave a comment below, and we'll be there. Take care, and have a good one.

Thank you!

Thank you

Good morning, @Lissa8. 

We appreciate you reaching back out. 

If you have any other questions or concerns, don't hesitate to ask. Have a wonderful day!