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mjlcapital
July 26, 2022
Question

Reporting Across All Companies

  • July 26, 2022
  • 1 reply
  • 0 views

Hello, we manage the books for 70+ companies on QB Desktop and receive quite a few invoices. I would like to input the invoices as they roll in, however, it may be a week or two before it's time to pay them. 

 

My question: is there a report that will go across all companies to search for unpaid bills? Otherwise we would have to go into each of the 70 books to see if there are any unpaids. 

 

Any help or workarounds or other advice is greatly appreciated!

Thanks!

1 reply

Rose-A
Rose-A
July 27, 2022

I'm glad to hear from you today, mjlcapital.

 

Combing reports to search unpaid bills across all companies would save us a lot of time. However, the option to do this is unavailable in QuickBooks Desktop.

 

As a way around, you might want to look for a third-party application that can work and integrate with QuickBooks or manually export reports from each file, and combine them using Excel.

 

Here's how:

 

  1. Click Reports at the top menu bar and choose Vendors & Payables.
  2. Select Unpaid Bills Detail.
  3. On the report screen, click the Excel drop-down and choose to Create New Worksheet.
  4. Hit Save.

 

I'm including the following write-up which may come in handy. We can find more details about what reports from multiple company files we can combine: Combine reports from multiple company files.

 

While this isn't available, we can submit your feedback to make the program better by going to the Send Feedback Online on your QuickBooks Desktop.

 

 

Don't hesitate to let me know if I can be of additional assistance or if you have any other report concerns. I'm always here to keep helping. Have a nice day, mjlcapital.

L
Lissa8
November 19, 2024

Is there a QB solution for this issue yet - it's been 2 years and I have the same need to create reports across companies.

Bryan_M
Bryan_M
November 19, 2024

Generating a report that highlights the financial data for all your companies is essential in gaining a clearer view of their business standing, @Lissa8. Having this feature saves time. But worry no more, I have another way that help you and ensure we accomplish this goal.
 
First off, this feature is exclusive to QBDT Enterprise subscription. If you're using this plan, these are the reports that you can combine across companies:

 

  • Balance Sheet Standard.
  • Balance Sheet Summary.
  • Profit & Loss Standard.
  • Profit & Loss by Class.
  • Statement of Cash Flows.
  • Trial Balance.

 

Here's how:

 

  1. Go to the Reports menu and select Combine Reports from Multiple Companies.
  2. Pick Add Files, look for the other company file, and choose Open. Repeat for additional files.
  3. Beneath the Select reports for combining tab, pick the report you want to put together.
  4. Select the range of the report in the From and To fields, then choose a report basis.
  5. Click Combine Reports in Excel to show a Microsoft Excel spreadsheet will be generated with all of your company's information.

 

If you have the QBDT Pro or Premier subscription, you can consider upgrading your plan.

 

Additionally, you can consider upgrading your plan if you have the QBDT Pro or Premier subscription.

 

If upgrading isn't your choice, you can manually export reports from each file and collate them using Microsoft Excel. Feel free to locate the process in this article and go to Option 2 section: Combine reports from multiple company files.

 

For future reference, if you wish not to go through the customization process again, you can visit this article: Create, access, and modify memorized reports.

 

It's a pleasure to assist you today with combining reports across your companies. We'll be glad to have more discussion with you concerning this topic. Just leave a comment below or post again, and we'll ensure to answer it. Take care always.

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