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sofiamdc-2341
Moderator
Moderator
posted
a week ago
last updated ‎September 09, 2025 6:47 PM

Introducing Multi-Entity Reporting in QuickBooks Online Accountant

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We’re excited to introduce Multi-entity Reporting in QuickBooks Online Accountant — a new way to save time, reduce errors, and deliver accurate consolidated financials across multiple client companies.

 

With Multi-entity Reporting, you can:

  • Automate data aggregation: Pull financials from multiple QBO company files into one report.
  • Create comprehensive reports: Access Profit & Loss and Balance Sheet reports with entity-level breakdowns plus consolidated totals.
  • Eliminate inter-company noise: Spot and adjust duplicate transactions.
  • Export with ease: Share reports as PDF or CSV.

 

Getting started is simple:

  1. Follow this link to complete the steps in product
  2. Select the checkbox next to each client you want to include.
  3. Select Create consolidated report

 

Step by step instructions can be found here

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