Hello,
Currently we are manually combining all of our Quickbooks files to create a consolidated financial report. The manual process to do this is:
- From the QuickBooks Reports menu, select Combine Reports from Multiple Companies.
- Select Add Files, locate the other company file, then choose Open. Repeat for additional files.
- Under Select reports for combining, select the reports you want to combine.
- Select the report From and To date range, then select a report basis.
- Select Combine Reports in Excel. A Microsoft Excel spreadsheet will open with the combined information.
However, when there is a large number of Quickbooks files this process can become tedious and time consuming. Is there a way to automate the above process utilizing the scheduled reports function?
Thanks,
Isaac
