Consolidated Transactions - Documentation - Count My Bucks

Consolidated Transactions

One transaction list across every company you manage.

Consolidated Transactions screenshot

How to use it

Enter Consolidated Mode from the Companies menu, select the companies to include, then open Transactions from the left nav. Filter and classify as usual; the company name appears beside each account.

Configuration

Requires access to more than one company.

Details

Menu locationCompanies menu, Consolidated Mode, then left nav, Transactions.
Who uses itOwners of multiple related businesses
Prerequisites Consolidated Mode, Transactions

See which plan includes Consolidated Transactions on pricing, or how Count My Bucks compares to QuickBooks.

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