Guides

Practical how-tos for Xero and QuickBooks users who report across more than one company.

Xero and QuickBooks

• How to consolidate multiple Xero organisations

  Three ways to get a group view across Xero orgs, from spreadsheets to apps.

• Xero tracking categories across multiple organisations

  How tracking categories work, their limits, and how to report on them across orgs.

• Xero budgets: how they work and where they stop

  Overall and tracking budgets, which plans include them, and the gaps for groups.

• Xero cash flow forecast

  Xero's built-in forecast by plan, and when you need a three-way forecast.

• Xero multi-currency reporting

  Multi-currency in Xero, and reporting a group in one currency.

• Xero management accounts

  What to include in monthly management accounts and how to produce them from Xero.

• QuickBooks Online with multiple companies

  Can you run several companies in QuickBooks Online? Yes, but each is separate. Here's what that means.

• Intercompany transactions in QuickBooks

  How to record intercompany loans, recharges and sales across QuickBooks companies.

• QuickBooks consolidated financial statements

  Every way to produce consolidated statements from QuickBooks, compared.