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jmuhoro1
New Member

How do I get consolidated reports for multiple companies?

 
1 Comment 1
AlverMarkT
QuickBooks Team

How do I get consolidated reports for multiple companies?

Managing multiple companies can be challenging, and having consolidated reports is crucial for a clear financial overview, @jmuhoro1. I know how important it is to achieve this task much easier and I'd like to share a couple of options you can try within and outside QuickBooks Online (QBO).

 

You can consider looking for a third-party app that specializes in consolidating reports from multiple QBO companies or exporting financial reports to Excel as a manual alternative. I'll detail the steps below.

 

The first option is to try finding a financial reporting and analysis app. It can help ease combining financial data from multiple companies, generating detailed financial statements, and providing insights into overall company performance. While I can't suggest a specific name for an app, you can follow these steps to look for one:

 

  1. On the left navigation panel, select Apps. Then, Find apps.
  2. Enter a keyword like Consolidate, and press Enter on your keyboard.
  3. Click on each app and check its Overview, Pricing, and Reviews.
    Reviews_thirdparty.png

 

The second option is to export reports to Excel for each company you want to manually consolidate with other companies. Here's how:

 

  1. Go to Reports in your QBO account.
  2. Type in the Search field that report you'd like to consolidate with other companies.
  3. In the modern view, select Export/Print. Then, Export to Excel.
    Modern View.png
  4. In the classic view, click on the Export icon beside the Print icon. Then, Export to Excel.
    Classic View.png

 

Once done, create a workbook that sums up totals to generate a combined financial statement for all the reports.

 

Should you need to set up an email schedule for your memorised reports after this, I'm adding this article as a guide: Memorize reports in QuickBooks Online.

 

If you have any other questions about creating reports in QBO, feel free to click on the Reply button. We'll be here in the Community to help. Take care!