Steps to follow to create a consolidated company.
Note: A consolidated company can only be created with the Premium and Quantum file formats
- Open a subsidiary or parent company. If you use security, enter the password for the sysadmin user.
- In the Home window on the File menu, click Consolidate Company.
- Click Next to start the wizard. Identify whether the current company is the parent company or a subsidiary company.
- Enter a consolidated company file name. The wizard will create a new data file (.csi) for the consolidated company.
- Click Next to continue.
- Click Add to identify one or more subsidiary companies, then click Next to continue.
- Select the company and then click Relate to manually map accounts.
- Choose to show all unmapped accounts.
- Beside each unmapped subsidiary account, click the Find button in the Consolidated Parent Accounts column to identify a parent account to map to.
- Click OK when you have matched all accounts.
- Repeat steps 7 through 10 for each subsidiary company that requires account mapping.
- Click Next and then finish the wizard.
- Solution ID
- 221924850013419
- Last Modified Date
- Mon Nov 21 17:54:25 UTC 2022
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