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January 22, 2024
Question

Multi Company Consolidated budgets

  • January 22, 2024
  • 2 replies
  • 0 views

I have two separate company files that we consolidate for month end reporting.  I am needing to find a solution that will allow me to consolidate the two companies budgets (MTD and YTD) in excel. As of right now this being done manually and is time consuming. 

2 replies

January 22, 2024

I appreciate you joining the QuickBooks Community forum and sharing the details of your concerns. I see you're looking for a way to consolidate the budgets of two separate companies in Excel. I'll share information about this matter.

 

As of now, in QuickBooks Desktop, the current process of manually exporting data from different company files and consolidating reports in Excel is the primary method for consolidating reports from different company files. While QuickBooks Desktop provides the ability to export data to Excel and offers some customization options for reports, the process of consolidating budgets from multiple company files in Excel still requires manual effort. 

 

I'm adding these articles you can use in the future:

 

 

If you have any further questions or need additional information, feel free to ask! I'll be around to answer them ASAP. Have a great day!

January 23, 2024

@Shadow1980 

Consider to use a BI app.