In Databox, you can combine financial statements from several companies/clients with separate QuickBooks accounts. Follow these steps:
You can connect multiple QuickBooks accounts to Databox, with each account being connected as a separate Data Source. If you want to combine all data on one Databoard, you will need to connect all QuickBooks accounts in the same Databox account.
Create an empty Databoard and populate it by selecting different metrics from all the separate QuickBooks accounts.
Alternatively, you can create multiple Databoards for each QuickBooks data source, and then add them to a Databoard Loop that you can later scroll through for easy access.
For each databoard, a unique name can be added to distinguish between different QuickBooks data sources.
To consolidate all QuickBooks results, you can use the Data Calculations tool. With Data Calculations, you can combine data from any Data Source in an equation to create new Calculated Metrics.
Check out all QuickBooks metrics here: QuickBooks Metric Library.
Create Calculated Metrics from multiple QuickBooks accounts
You can use our Data Calculations feature to combine data from different QuickBooks accounts, and to calculate metrics like Conversion Rates, ROI, ROAS, and more. You can access Data Calculations here.
For more detailed guidance, you can refer to the article: How to create a Calculated Metric.
Set up a Databoard Loop for easy access to all QuickBooks databoards
If you've created several databoards where each databoard contains financial data from a different QuickBooks account, you can loop all databoards together. This helps easily access all data in one place and by just saving one URL.
There are several ways how you can set up a Databoard Loop. Please refer to this article on how to get started.