As your clients grow, managing multiple entities often means more complexity, more users, and tighter controls. The new Consolidated View in Intuit Enterprise Suite is designed to help accountants manage this complexity more efficiently by bringing key consolidation workflows into a single, structured experience.
In this blog, we’ll walk through how consolidated view works and why it matters, which administrative multi-entity capabilities can now be assigned to non-administrator users, and how your firm and team members can be given access to consolidated view and these administrative capabilities.
Safely extending multi-entity capabilities beyond admins
Historically, critical multi-entity tasks were locked behind administrator roles, creating bottlenecks and unnecessary risk. With consolidated view, primary administrators can now assign permissions directly to employees and accounting firms for the following tasks that support accurate intercompany accounting and consolidated reporting aligned with GAAP principles:
- Shared Chart of Accounts: Add or edit accounts, and control which entities they apply to, ensuring consistency across the organization.
- Intercompany Account Mapping: Preset how debits and credits post for intercompany allocations.
- Elimination Accounts: Identify accounts that should be fully eliminated in consolidated reports to improve accuracy and reduce manual effort.
- Manual Eliminations: Create targeted elimination entries when transactions include related companies and third parties; for example, eliminating intercompany rent while preserving third-party revenue.
With these permissions in place, organizations can better structure their intercompany accounting and consolidations to be more complete and accurate, without overloading administrators.
Granting accountants access to Consolidated View
Step 1: Client primary administrator authorizes the accounting firm
- Within one of the individual companies, go to the gear icon in the top right and select “Manage Users.”
- Open the Accounting Firms tab and filter for All Companies.
- Click Assign permissions.
This authorizes the firm’s administrator to access consolidated view and manage which firm members can be given consolidated view access and administrative capabilities.
Step 2: Firm primary administrator assigns access to team members
Within QuickBooks Online Accountant or Intuit Accountant Suite:
- Navigate to Team and select a staff member who has been invited to the client.
- Choose one of the entities the employee has access to and click Edit.
- Check Consolidated view access.
Once enabled, the team member can access consolidated view (if they have roles in two or more entities) and perform the administrative capabilities listed above.
