How to Combine Financial Reports for Multiple Companies in Quickbooks

Step-by-Step Guide

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   Step 1: From the first company file

   Browse to the QBW file for the 2nd company and click open. ,,,,, Keep in mind that you may have to enter in your password for each file.
   
   Microsoft Excel will automatically open when QuickBooks is finished creating the reports.
   
   If you chose to run multiple reports at the same time, you will get one Excel workbook with a separate tab for each report.
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   Step 2: Go to Reports>Combine Reports from Multiple Company Files.

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   Step 3: Click the “Add Files” button.

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   Step 4: Repeat this process for each file you want in the report.

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   Step 5: Once you have chosen all the files

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   Step 6: place a check mark next to the reports that you want to see.

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   Step 7: Enter in your data range as well as choose if you want the reports on a Cash or Accrual Basis.

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   Step 8: Enter in the Company name that you want to use on the newly created reports.

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   Step 9: Click “Combine Reports in Excel.” QuickBooks will open up each company file in the background.

Detailed Guide

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