Intuit Enterprise Suite Consolidated View

Until recently, only Administrators could work with multi-entity functions. This meant that senior company personnel had to handle various tasks since it wasn't possible to assign those functions to other qualified personnel.

The newly released 'consolidated view' feature for Intuit Enterprise Suite (IES) provides a single point of entry for multi-entity data. It allows access beyond Administrators, enabling the assignment of multi-entity tasks with controls that provide secure access while maintaining flexibility to boost productivity.

The "Consolidated View" feature in the IES provides a unified platform for managing financials across multiple entities.

What Consolidated View Provides

• Unified Dashboard: Offers a single entry point to view and manage financials across all entities accessible to the user.

• Enhanced Access: Team members can access multi-entity capabilities, such as consolidated reporting and intercompany transactions, based on their permissions.

• Expanded Roles: Administrators can now grant non-admin roles (e.g., bookkeepers, A/P managers) access to manage shared charts of accounts, set intercompany account mapping, configure elimination accounts, and perform manual eliminations.

• Improved Collaboration: Allows team members to collaborate on intercompany tasks securely and efficiently.

What Makes Consolidated View Beneficial

• Streamlined Workflow: Provides a bird's-eye view of all entities in one place, improving visibility and decision-making.

• Enhanced Productivity: By extending access to non-admin roles, it reduces administrators' workload and enables teams to scale more effectively.

• Strengthened Controls: Offers better control and collaboration for multi-entity finance teams.

Transitioning to Consolidated View

• Unfortunately, Consolidated View isn't just an alternative IES app or menu item. Access to the Consolidated View requires a one-time transition process.
• The one-time transition process takes approximately 3 hours and occurs overnight. During the transition, users can access individual companies but cannot use multi-entity features.
• The transition must be scheduled by January 31, 2026. After this date, data will be automatically transitioned in early February.
• For consolidation assistance, users are advised to contact their IES Customer Success Manager.

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