How do I do a consolidated P&L for my three companies?

Asked by Ryland B.

How do I do a consolidated P&L for my three companies?

Answer

By Ryland Beard, founder of Switchbooks · October 6, 2026

All three companies live in your one Switchbooks login, so there is nothing to export or map. Open the consolidated P&L, pick the companies you want to see together, and the report builds itself with each company in its own column beside the total.

You can save groups. If you want East versus West, or operating companies versus the holding company, set it once and reuse it every month. For taxes, roll all three into one combined P&L and hand it to your preparer. No second tool, no spreadsheet.

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