cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Want an expert to help you set up your QuickBooks Online? Find out how: Click here
pankaj-sundubai-
Level 1

I have 2 companies whose books of accounts are being maintained at QB. In need consolidated financials. How to generate report? There is no option in report section of QB

 
2 Comments 2
Kevin_C
Moderator

I have 2 companies whose books of accounts are being maintained at QB. In need consolidated financials. How to generate report? There is no option in report section of QB

Hello, @pankaj-sundubai-.

 

Thanks for sharing your concern with us today. I'm here to share some insights about consolidating reports in QuickBooks Online (QBO).

 

At this time, the option to consolidate reports from different companies is unavailable. You'll need to export a specific report for each company to Excel and merge them manually. Here's how you can export them:

 

  1. From the left navigation pane, select the Reports menu.
  2. Look for the report you want to pull up.
  3. Click the Export icon located at the top of the report. Then, select Export to Excel.
  4. Save the file to your device where you can easily locate it.

While I’m unable to recommend an app, I'd suggest looking for a third-party app that lets you run consolidated reports for multiple companies.

 

Moreover, since this option is not yet possible, you can send this request to our Product Development Team to help improve your experience. They can review your suggestions and make some necessary adjustments in the next update. Let me show you how:

 

  1. Go to the Gear icon, then select Feedback.
  2. Enter your comments or product suggestions.
  3. Then click the Next button to submit.

 

Additionally, you can modify your reports in QuickBooks to show the correct data for each company. I've attached the article you can use to make changes to the filters and other information: Customise reports in QuickBooks Online.

 

You're always welcome to get back to me if you have follow-up questions about consolidating reports in QBO. We’re here to assist you. Take care and have a great day!

Fiat Lux - ASIA
Level 15

I have 2 companies whose books of accounts are being maintained at QB. In need consolidated financials. How to generate report? There is no option in report section of QB

@pankaj-sundubai- 

Another option, utilize a BI app to consolidate reports. Where are your companies located?