Consolidations

In this video, we will show you how to consolidate your company within Reach Reporting. First, go to your workspace home. Once there, you will see a "Consolidate" button in the upper right. Click it to open the consolidation menu, where you can select the companies you wish to consolidate. Note that you can only consolidate companies from similar bookkeeping software, for example, QuickBooks Desktop with QuickBooks Online, but Xero only with Xero.
After selecting your companies, name the consolidated company and give each individual company an abbreviation. You can also click the gear next to the added company to select the class and department you wish to filter metrics by when building the consolidation. After you are done, click "Save" to create the consolidated company. To edit it, expand the consolidated company and select "Manage." This will bring up the same menu used to create the consolidated company.
To filter metrics and statements by a company within a consolidation, edit the metric or statement and use company filters. When adding new data rows, choose the company within the consolidation from which you wish to pull data.
To use live data within consolidated company reports, open the report builder, select "live Text" from the left menu, and click the plus button next to "Custom." This opens a pop-up where you can configure the live data to display.
If you have any questions about company consolidations, feel free to send us a chat.