Intuit Enterprise Suite Integration with Reach Reporting

What Is Intuit Enterprise Suite?

Intuit Enterprise Suite (IES) is Intuit's multi-entity accounting platform, built for growing businesses managing multiple companies or funds.

Reach Reporting supports IES as a QuickBooks Online integration. Individual underlying companies within IES connect to Reach the same way any QBO company does, and once connected, they behave like any other company in your workspace.

How to Connect an IES Company

IES companies connect to Reach Reporting using the standard QuickBooks Online connection process. Follow the steps in Connect QuickBooks Online to Reach Reporting to add each company.

Admin access is required. You must have Primary Admin or Company Admin access to the IES company file you are connecting.

What's Supported

Once an individual IES company is connected, it is fully supported in Reach Reporting. You can use it across all of Reach's features just like any other connected company, including:

The three core financial statements (Profit & Loss, Balance Sheet, Cash Flow Statement)
Metrics and custom KPIs
Dashboards and report templates
Budgeting and forecasting using Budgets Pro
Consolidations using Reach's own consolidation tool

Note: Adding the IES consolidated company to Reach as a single entity is possible, but this results in a flat set of combined financials with no per-entity breakout. This approach is only useful if multi-entity visibility is not needed. See Using Reach Consolidations Instead of the IES Consolidated View for more information.

What's Not Supported

There are a few specific limitations to be aware of when working with IES companies in Reach:

IES consolidated view with multi-entity visibility is not directly supported.

Reach can pull from the IES consolidation company to show the consolidated totals. Each underlying company must be added individually for multi-entity visibility. Use Reach's own consolidation tool to consolidate across IES entities (see Using Reach Consolidations Instead of the IES Consolidated View for more information).

IES Reports are not accessible.

Reach does not connect to or pull from reports built inside IES. Reach pulls raw financial data directly from the company file and builds reporting from there.

Dimensions are not available.

Reach cannot pull dimensions with the IES integration. This is an IES API limitation rather than a Reach limitation, and may expand as the IES API develops.

Using Reach Consolidations Instead of the IES Consolidated View

Reach's own consolidation tool is the recommended method for reporting across multiple IES entities. In most cases, it provides more flexibility than the IES consolidated view.

Here is how Reach consolidations work for IES users:

Connect each IES company individually.

Once each underlying company is connected to Reach, they can all be grouped into a Reach consolidation.

Reach consolidations can include eliminations.

If you need to eliminate intra-company transactions (such as intercompany loans or management fees), Reach supports this at the account level. See Eliminations in a Consolidation for setup instructions.

Note: Eliminations work at the account level only. Reach zeroes out a designated account entirely and cannot split or partially eliminate a single account across funds or entities.

Consolidations in Reach are fully reportable.

Once set up, your consolidated view in Reach can be used across the Report Builder, dashboards, and budget/forecast tools, giving you more reporting flexibility than the native IES consolidated view. See the Consolidations section in the Knowledge Center for more information on using this feature in Reach.

Tip: For most IES users, setting up a Reach consolidation across individual companies replaces the need to use the IES consolidated view for reporting purposes.

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