One Dashboard for All Your QuickBooks Companies

Every entity has its own company file on its own PC — and group reporting means month-end exports, spreadsheets and stale numbers. An agent on each QuickBooks machine feeds one read-only dashboard: consolidated and per-entity views across all your files, always current.

Groups, franchises and accountants — one view across every company file

QuickBooks Desktop Pro / Premier / EnterpriseMultiple company files per siteFiles spread across offices & accountantsFranchise & subsidiary structuresQuickBooks Online files alongside Desktop

The Multiple QuickBooks Companies Trapped-Data Problem

Month-end export gymnastics

Consolidated numbers mean asking each entity for exports and stitching spreadsheets — decisions made on data that's already weeks old.

Logins scattered everywhere

Different PCs, different files, different credentials. Even Intuit makes each file feel like a separate universe.

No group-level visibility

Directors can't answer 'how is the group doing today' without phoning five people.

Accountants chase clients

Practice staff spend half their time requesting backups, exports and 'can you just run me a P&L' emails.

How It Works

Step 1

Agent on your server

A lightweight agent installs beside your existing system — reads the data store directly, makes outbound connections only. No open ports, no VPN, no firewall changes.

Step 2

Continuous replica

Your records flow to an encrypted, read-only cloud copy via a private tunnel — change-tracking, not dumps. The production system never takes the load.

Step 3

Web dashboard

Your team searches, reports and browses from any browser or phone — scoped and audited. Answers from the data, not access to the server.

What Your Team Can Finally Do

Consolidated P&L, balance sheet and cash-flow across every entity
Drill from group total to entity to transaction
Per-entity, per-class and per-location views
Client-portal view for accountants — every client file in one place
Inter-entity balance checks flag mismatches early
Scheduled group packs by email — Monday 8am, nobody chased
Mixed Desktop + Online estates in one view
Read-only, per-user scoped, fully audited

Built for confidentiality walls

Per-user entity scoping means an accountant sees their clients, a subsidiary FD sees only their entities, and the board sees everything — all enforced at the replica layer with a full audit trail.

Common Multiple QuickBooks Companies Scenarios

The group FD

Five subsidiaries, five company files, one dashboard — consolidated cash and P&L on Monday morning instead of month-end+10.

The accountancy practice

Every client on QuickBooks Desktop gets an agent; the practice gets a portfolio view — drill into any client's numbers without asking for a backup.

The franchise network

Franchisees keep their own files and workflow; head office gets network-wide sales, cash and debtor visibility in real time.

Multiple QuickBooks Companies Data Access Pricing

Every plan includes the agent, the replica and the dashboard. Setup is scoped to your systems — most installs are live within two weeks.

Up to 3 Entities

£149/mo

1–2 week setup

  • ✓3 company files
  • ✓Consolidated dashboard
  • ✓Group P&L + balance sheet
  • ✓Encrypted backups
  • ✓10 named users
  • ✓Email support
Most Popular

Up to 10 Entities

£349/mo

2–3 week setup

  • ✓10 company files
  • ✓Drill-through to transactions
  • ✓Entity & class views
  • ✓Scheduled group packs
  • ✓25 named users
  • ✓Priority support

Practice / Enterprise

Custom

Scoped project

  • ✓Unlimited company files
  • ✓Client portal + branding
  • ✓Fleet health monitoring
  • ✓SSO + audit feed
  • ✓SLA + service credits
  • ✓Dedicated engineer

Billed monthly or annually (2 months free). Compare against the staff-hours of monthly export-and-stitch consolidation — the dashboard pays for itself in week one.

Multiple QuickBooks Companies Data Access FAQ

Does QuickBooks support multiple companies natively?+

Each company file is separate — Desktop has no consolidated view, and even Online charges a subscription per entity. Our agent-per-file model creates the group view QuickBooks itself doesn't offer.

Do the files need to be on the same server?+

No — each site runs its own agent. Files spread across offices, accountants' machines and different regions all feed the same dashboard.

Can it handle Desktop and Online together?+

Yes — the dashboard normalises both. Desktop files come via the local agent, Online files via the Intuit API; consolidated reporting works across the mix.

Can an accountant manage client files this way?+

That's the Practice tier: a portal view across all client files, per-client scoping, and white-label options — read-only, so clients' books are never touched.

Your Multiple QuickBooks Companies Data, Reachable

If the answers your team needs live in a system nobody can reach, that's fixable — without migration, without VPN, without new infrastructure.