Consolidated Reporting

Consolidated Reporting

4.00 out of 5
(2 customer reviews)

$299.00$499.00

Consolidated Reporting enables you to generate consolidated profit and loss, balance sheet, and trial balance reports for multiple company files – what used to take hours can now is done in minutes!

The easy-to-use interface allows you to select an unlimited number of company files, specific classes of your choice within each company file, the report type and the date span. These parameters are then saved as tasks which can be run over and over as your requirements dictate. You can also include columns for budget information on P&L reports. The output is generated directly as an Excel spreadsheet that can be formatted, printed and emailed.

The latest version of Consolidated Reporting has dramatically improved consolidation logic allowing you to generate more accurate reports in a shorter time. Here is a summary of the features of our latest version:

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  • Trial balance reports are now supported
  • Budget information can now be included on P&L reports
  • Supports unlimited company files or class combinations
  • Collapse reports to include first-level accounts only
  • Add a column for account numbers
  • Fully automated operation with no need to log into each company file
  • Select specific classes within each company file for consolidation
  • Designate exclusion classes to handle inter-company transactions
  • Task oriented user interface that enables you to configure and run multiple reports on a regular basis
  • Command line interface that allows you to schedule reports to run at specific times
  • Significantly improved performance and diagnostic capabilities
  • Vastly improved consolidation logic including consolidate accounts by account number or name
  • Option to Include % of Row as sub-columns
  • Generate separate worksheets for each company file or consolidate all within a single worksheet
  • Support for operation in a Terminal Server or Remote Desktop environment.
  • Save output to a file or send it directly to Excel


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Product Description

Consolidated Reporting enables you to generate consolidated profit and loss, balance sheet, and trial balance reports for multiple company files – what used to take hours can now is done in minutes!

The easy-to-use interface allows you to select an unlimited number of company files, specific classes of your choice within each company file, the report type and the date span. These parameters are then saved as tasks which can be run over and over as your requirements dictate. You can also include columns for budget information on P&L reports. The output is generated directly as an Excel spreadsheet that can be formatted, printed and emailed.

The latest version of Consolidated Reporting has dramatically improved consolidation logic allowing you to generate more accurate reports in a shorter time.

Additional Information

Supported QuickBooks Versions

QuickBooks 2004-2017 Pro, Premiere, and Enterprise. Requires Excel 2007+

FAQ


Unfortunately the QB programming interface does not support this. You are restricted to a single version of QB on any given machine. In order to use our product you would need to convert all company files so they are of the same version.

4.00 out of 5

2 reviews for Consolidated Reporting

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  1. Steve Gutowski
    4 out of 5

    (verified owner):

    This is exactly what we needed to consolidate 4 entities. We have a lot of intercompany transactions, and the consolidated reports help with those eliminations. We also need to provide informal reports to the bank and insurance company, and this is a perfect solution.

  2. Kevin P
    4 out of 5

    :

    Your chart of accounts needs to be *somewhat* similar, but if so, this tool will save you hours.

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