Combining Multi-Company Accounts into One Financial Report
Official Integration Guide for Joiin
Combining financial reports across multiple companies in spreadsheets often results in broken formulas and reporting errors. This guide explains how to automate multi-entity financial consolidation cleanly.
Table of Contents
Prerequisites and System Requirements
- Admin access to Xero, QuickBooks Online, or Sage
- Active Joiin account or trial subscription
Step-by-Step Implementation Procedure
Connect Accounting Platforms
Log into your Joiin workspace, navigate to Companies → Add Company, and select your accounting software (Xero, QuickBooks Online, or Sage). Follow the prompt to authorize secure read-only access for each business entity.
Map Custom Chart of Accounts
Open the Chart of Accounts Mapping tool. If your subsidiaries use different account numbers or names for the same expenses, assign them to standardized master reporting categories so data combines accurately.
Generate and Export Consolidated Statements
Navigate to Reports → Profit & Loss. Review side-by-side revenue totals across all entities and click Export to download a PDF board pack or create a shareable report link.