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.
  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.

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