Multi-Entity P&L

This Multi-Entity Profit & Loss report lets you consolidate QuickBooks data from multiple companies into a single, board-ready view. It mirrors the structure of the Summary P&L but supports cross-entity roll-ups, enabling high-level financial oversight across your organization. The report includes both year-over-year and trailing twelve-month (TTM) comparisons on a year-to-date (YTD) basis. To get started, connect and import data from each company (using Retriever or manually), then map the detailed account data into standardized management categories (e.g. Revenue, COGS, Gross Profit, S&M, R&D, G&A, etc.).

To use this template with your own QuickBooks financial data, start by installing the Retriever app. If you've already done that, you can open the Google Sheet template.

Get the template:

Open in Google Sheets

Recommended for:

Accountant

CFO

Fractional CFO

FP&A

Small Business Owner

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If you have any questions or would like to speak with a human, please reach out to me at aubrey@retrieverhq.com.

Get the template:

Open in Google Sheets