How-to guides

How to consolidate QuickBooks companies

Step-by-step help for matching periods, mapping accounts, removing intercompany items and checking a consolidated profit and loss, balance sheet and cash flow.

Build a first consolidated report in a safe order and know when a paid tool would help.

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How to consolidate multiple companies in QuickBooks Online: four routes and the steps they share

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Four ways to get one consolidated profit and loss, balance sheet and cash flow from several QuickBooks Online companies, and the steps every route shares.

Bottom line: Each QuickBooks Online company keeps its own books, so the group view is built outside any single company. Four routes exist: a spreadsheet, a reporting app such as Joiin, a consolidation company booked in QuickBooks, or Intuit Enterprise Suite. All four need the same steps first: matching periods and basis, mapped accounts and a list of intercompany balances.

Practical guide

What is Joiin? Multi-entity consolidation software, how it works and what it connects to

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Joiin is multi-entity consolidation and reporting software for groups of companies. How it reads your books, what it produces and what it is not.

Bottom line: Joiin, spelled with two i's, is cloud software for multi-entity consolidation and group reporting. It syncs the books of several companies from Xero, QuickBooks Online and other systems, maps their charts of accounts, eliminates intercompany items and produces group reports. It is a reporting layer on top of your accounting files, not an accounting system.