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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Native QuickBooks Online reports can’t combine data from multiple companies, forcing you to manually consolidate reports – a time-consuming process prone to errors. This becomes a major barrier for businesses managing multiple entities.
Here’s how to create automated consolidated reports that combine data from all your QuickBooks companies.
Create multi-company consolidated reports using Coefficient
Coefficient provides multi-company QuickBooks data consolidation capabilities. The platform supports multiple QuickBooks connections within a single spreadsheet, allowing you to import matching reports from different companies and combine them automatically.
How to make it work
Step 1. Connect each QuickBooks company to Coefficient.
You’ll need admin permissions for each company. Add each connection through the Coefficient sidebar, and they’ll appear as separate data sources in your import options.
Step 2. Import data from each company using consistent structures.
Create identical report structures for each company by importing the same fields and applying similar filters. Import each company’s data to separate sheets within the same workbook.
Step 3. Use spreadsheet formulas to consolidate the data.
Create a master sheet that combines data from all company sheets using VLOOKUP, SUMIF, or other consolidation formulas. This automatically aggregates metrics across all entities.
Step 4. Build master dashboards with combined metrics.
Create summary views showing total revenue, expenses, and key performance indicators across your entire business portfolio. Use charts and pivot tables to visualize consolidated performance.
Step 5. Schedule automated refreshes for all companies.
Set up hourly, daily, or weekly refresh schedules that update all company data simultaneously. Your consolidated reports stay current without manual intervention.
Get real-time visibility across your business portfolio
Multi-company consolidation eliminates manual report combination while providing real-time visibility across all your entities. Start consolidating your QuickBooks companies today.
