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Consolidate client data

Create a consolidation master client

You can consolidate data from multiple clients into a single master client record. You can use consolidated client data for reporting purposes and for making cross-company comparisons. Follow these steps to create a consolidated master client record.
note
You can't change a regular client to a master client (or vice versa).
  1. Select
    Setup
    , then
    Clients
     and select
    Add
    .
  2. Enter the basic information for the master client.
  3. In the Services section, mark the
    Accounting
     checkbox, and (optionally) the
    Workpapers
     checkbox.
  4. Mark the
    Master client
     checkbox.
  5. Select
    Add
    .
  6. On the Accounting Information tab, set the
    Current fiscal year end date
     and
    Period frequency
    .
  7. Select
    Enter
     to save your changes.

This article applies to:

  • Subject: Consolidations

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