Merging reports from one company into another

Forum|Forum|2 years ago
January 29, 2024
1 reply
1 view

Clients retail and wholesale are separate. Wants to have the retail under the wholesale. I would like to keep the companies separate and have the reports imported from the retail into the wholesale. would anyone be able to offer another way or would this work

QuickBooks Accountant Desktop

4Gal

Level 5

You can use a BI app to consolidated reports in real time.

loversAuthor

Are you able to produce a link? The only versions of QB able to merge reports from other companies

4Gal

Level 5

If the company files have the same CoA, you can use the trial version of QB Desktop Enterprise to consolidate reports. You can use the trial version for good if required.

https://quickbooks.intuit.com/learn-support/en-ca/help-article/multi-user-mode/combine-reports-multiple-company-files/L3h3olGiz_CA_en_CA?uid=ls1bi2z0

Another option, explore this BI app

https://go.zoho.com/M5c

Sign up

Login with SSO

Let's get you signed in

Login with SSO