Many users find themselves managing multiple companies or clients within the QuickBooks Online platform. If you’re in this situation, you’ll be pleased to know that QuickBooks Online allows you to seamlessly switch between different company files. In this article, we’ll guide you through the steps on how to switch between companies in QuickBooks Online.
You Can Add Multiple Companies in QuickBooks Online
QuickBooks Online allows you to add multiple companies and switch between them at any time. This feature is incredibly useful for accountants, bookkeepers, or business owners who need to access and manage several financial entities. However, note that each company requires a separate active subscription to QuickBooks Online.
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How to Switch Between Companies in QuickBooks Online
- Step 1: Log in to QuickBooks Online. Begin by logging in to your QuickBooks Online account. Use your login credentials to access your primary company file.
- Step 2: Access the Dashboard: Once you’re logged in, you will be directed to the dashboard of your primary company. To switch to another company, click on the gear icon and then select Switch company under Profile.
Switching between companies in QuickBooks Online
- Step 3: Choose a Company: QuickBooks Online will display a list of all the companies that you have access to, including those you own or those shared with you. Select the company you wish to switch to by clicking on its name.
- Step 4: Confirm Your Selection:
- After selecting the desired company, QuickBooks Online will ask you to confirm your choice. Make sure you’ve chosen the correct company, as switching will take you to a different set of financial data.
- Step 5: Begin Working in the New Company:
- Once you confirm your selection, QuickBooks Online will seamlessly transition to the company you’ve chosen. You can now start working with the financial data of the new company, just as you would with your primary one.
Tips and Considerations
Company Access: You must have the necessary permissions to access multiple companies in QuickBooks Online. If a company has shared access with you, make sure the owner has granted you the required privileges.
Different Subscription Plans: QuickBooks Online offers different subscription plans with varying levels of access and features. Ensure that your subscription plan allows you to work with multiple companies. If you need help choosing which plan is right for you, check out our guide on how to select the best QuickBooks Online version for your small business.
Data Separation: Each company’s financial data remains separate and secure. Be cautious not to mix up transactions or data when switching between companies.
User Roles: Assign appropriate user roles within each company to control who can access and modify financial data. This is particularly important if you have multiple team members working with different companies. If you need customizable user roles, we recommend upgrading to QuickBooks Online Advanced. Learn more about user roles and permissions in QuickBooks Online Advanced.
Wrap Up
Whether you’re handling various clients’ accounts or managing your own set of companies, QuickBooks Online allows you to seamlessly switch between them. By following the steps outlined in this guide and considering the tips and considerations provided, you can navigate between companies in QuickBooks Online efficiently.
Have Questions? Need Help?
If you have any questions about the features of QuickBooks Online, you can give us a call at 866-949-7267 and one of our experts can walk you through the details.
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