SETUP WORKFLOWS

Onboarding Overview
Before you can run your first consolidation, you'll need to complete a one-time setup. This takes you through connecting your QuickBooks Online companie...
Sun, 19 Apr, 2026 at 9:02 AM
Connecting Your Companies
First, a note on "Parent" and "Subsidiary" In most multi-entity businesses, there's a legal parent company that owns one or more su...
Sun, 19 Apr, 2026 at 9:15 AM
Mapping Your Chart-of-Accounts
The goal of this workflow is simple: map every account in each subsidiary's chart of accounts (COA) to an account in your parent company's COA. ...
Sun, 19 Apr, 2026 at 9:31 AM
CTA and Historical Account Setup
JustConsolidate is designed to handle foreign currency subsidiaries. When one or more of your subsidiaries reports in a different currency, there are a cou...
Sun, 19 Apr, 2026 at 10:14 AM
Opening Balance Sheet (Optional)
When to use this workflow Skip this step if your consolidated financials will start from the earliest period of activity across all your companies. Use th...
Sun, 19 Apr, 2026 at 11:52 AM