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userrahul.bajaj
Level 1

If we use multiple QB licences (at diferent geographical locations), is it possible to generate consolidated reports?

 
1 Comment 1
Rea_M
Moderator

If we use multiple QB licences (at diferent geographical locations), is it possible to generate consolidated reports?

I'm here to share details about generating consolidated reports in QuickBooks Online (QBO), @userrahul.bajaj. This way, you can effectively manage your accounts at different geographical locations.

 

When you have multiple QuickBooks licenses or accounts, you're able to generate reports intended only for a specific business. To generate a consolidated report, you'll have to pull up the appropriate info you need per business and manually combine them.

 

With QBO, you can utilize the location tracking feature. It's where you can categorise data from different locations, offices, regions, outlets, or departments of the same company. You'll first have to turn it on to make use of the said option. Here's how:

  1. Go to the Gear icon.
  2. Select Account and settings.
  3. Choose the Advanced menu.
  4. Click anywhere in the Categories section to view its details.
  5. Toggle on the Track locations option.
  6. Select Save.

 

I've attached screenshots below for your reference.

84.PNG85.PNG

 

To learn more about the location tracking feature, I'd recommend checking out this article: Set up and use location tracking.

 

Also, if you wish to know which financial reports are available for your QBO version, you can refer to this article for the complete details: Reports included in your QuickBooks Online subscription. Then you can customise them to focus on the details that matter the most to you.

 

Please let me know if you have other reporting concerns. Just drop your comments below and I'll be glad to help. Take care and stay safe always.