• Consolidation
  • About Consolidation
  • Consolidation structure
  • Consolidation Methods
  • Consolidating Files
  • Consolidating Client Files
  • Conflict Resolution Dialog
  • Consolidation Dialog
  • Assign Entities
  • New Entity or Entity Properties dialog
  • Entity Settings Dialog
  • Setting up the subsidiary companies' records
  • Troubleshooting Consolidated Files
  • Adding an Entity to the Consolidated File
  • Using Divisions

Consolidating Files

Follow this flow chart to set up client files for a consolidated company.

For more information on consolidation with SmartSync, view External Consolidation with SmartSync