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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.”
You can connect multiple QuickBooks company files to create consolidated financial reporting in a single Google Sheets dashboard. This addresses QuickBooks’ significant limitation of not being able to easily consolidate data across separate company files.
Here’s how to set up multi-company dashboards that automatically pull data from all your entities and create unified financial reports.
Build multi-company dashboards using Coefficient
Coefficient supports multi-company QuickBooks consolidation, enabling consolidated financial reporting across multiple company files. You can connect to each entity separately and combine data in unified dashboards.
How to make it work
Step 1. Connect multiple QuickBooks company files.
If you have multiple companies under one QuickBooks subscription, connect to each company file separately through Coefficient. Each connection provides access to that entity’s complete financial data for consolidated reporting.
Step 2. Set up individual company data imports.
Create separate Coefficient imports for each QuickBooks company file, pulling the same report types (P&L, Balance Sheet, Cash Flow) from each entity. This ensures consistent data structure across all companies for easier consolidation.
Step 3. Build consolidated reporting sheets.
Use Google Sheets functionality to combine data from multiple company imports. Create summary sheets that aggregate financial data across all entities, with company identifier columns to distinguish data sources in consolidated reports.
Step 4. Standardize data structure across companies.
Use Coefficient’s filtering capabilities to map different account structures across companies. Standardize your import structure (same fields, filters, and date ranges) across all company files to simplify consolidation formulas.
Step 5. Automate multi-company data refresh.
Configure automatic sync schedules for each company connection to keep consolidated data current. Set up refresh schedules that update all company data simultaneously, ensuring your consolidated reports reflect current information from all entities.
Streamline multi-entity financial reporting
Multi-company dashboards eliminate the manual work of exporting data from each company file separately and provide unified visibility across your entire business portfolio. Start building your consolidated reporting system today.
