QuickBooks Online multi-company reporting

Bring QuickBooks Online companies into a portfolio dashboard. Compare profit and loss, balance sheets and trial balances with account mappings you review.

Clarity Ledger portfolio dashboard using fictional demo companies and figures
Mobile view · Actual Clarity Ledger portfolio dashboard · Illustrative demo data · Select to view full size

Check your company is eligible

QuickBooks Online companies with GBP, EUR or USD as their home currency. QuickBooks Desktop is not supported.

Connect and review

Authorize the QuickBooks Online company you want to connect, confirm its destination portfolio, then wait for the first sync. Repeat for additional companies. You can include connected Xero and eligible FreeAgent companies in the same management reporting workflow.

Financial reports you can compare

  • Historical profit and loss, balance sheets and trial balances.
  • Source account detail and Standard reports using mappings you review.
  • Saved reporting dates, sync status and visible mapping gaps.

Review a single company in its native GBP, EUR or USD currency, or use GBP management presentation across companies. Check exchange-rate coverage and warnings before relying on translated totals.

Keep the reporting controls visible

Compare imported accrual reports with the same dates and accounting basis in QuickBooks Online. Home-currency reports are imported; this is not transaction-level foreign-currency analysis.

Reports use the latest successful saved sync. Opening a report does not refresh the ledger data. Review the data date, warnings and mapping coverage, then request a new sync when required.

The reporting connection does not create or change invoices, journals, payments or account codes in QuickBooks Online. Disconnecting stops future imports; use the app's removal controls separately to manage retained reports.

Forecasts, AI commentary, automatic property KPIs, investor-pack generation and statutory consolidation are outside the current offer.

Compare all accounting integrations

How to compare reports from multiple QuickBooks Online companies

  1. Connect each company separately. Authorize the QuickBooks Online company, choose the same destination portfolio and wait for a successful sync. Repeat for the other companies within your plan's company allowance.
  2. Check periods and accounting basis. Compare the saved accrual profit and loss, balance sheet and trial balance with the same periods in QuickBooks Online. A report from a stale sync is not a current ledger view.
  3. Review account mappings and currencies. Source reports retain imported account detail; Standard reports use the mappings you review and apply. Check mapping gaps and covered, reviewed exchange rates before using GBP management presentation for EUR or USD home-currency companies.

What this reporting connection covers

Can it combine QuickBooks Online, Xero and FreeAgent reports?

A portfolio can include eligible companies connected through all three providers. Xero and QuickBooks Online support GBP, EUR and USD base or home currencies; FreeAgent is limited to UK GBP limited companies. Review each company's reporting dates and mappings before comparing the portfolio.

Is this statutory consolidation or a QuickBooks Desktop connection?

Neither is included. The connection reads QuickBooks Online financial reports for management reporting. It does not support QuickBooks Desktop, statutory consolidation or automatic intercompany eliminations. Keep bookkeeping and corrections in QuickBooks Online, then sync again to review updated reports.

Keep your accounting platforms

One portfolio view, even when companies use different software

Connect each company through its accounting provider. Use saved financial reports and reviewed mappings to compare companies in the same workspace.

FreeAgent

UK limited companies using GBP as their base currency. Sole traders, partnerships and non-GBP FreeAgent companies are outside the current supported scope.

Explore FreeAgent reporting

The connection reads accounting data. It does not create or update invoices, journals or payments in your accounting platform. Portfolio totals support management reporting; they do not perform statutory consolidation or automatic intercompany eliminations.

Bring your QuickBooks Online reports together

Create an account, choose a plan and complete checkout. A 21-day trial is available once per eligible portfolio; payment details are collected and billing starts after the trial unless cancelled. Review company eligibility before subscribing.

Clarity Ledger portfolio dashboard using fictional demo companies and figures
Mobile view · Actual Clarity Ledger portfolio dashboard · Illustrative demo data · Select to view full size