Switch between company files in QuickBooks Online (2024)

Switch between company files in QuickBooks Online (1)QuickBooksHelpIntuit

SOLVEDby QuickBooks569Updated 1 month ago

If you are subscribed to more than one company, you can switch between them quickly:

  1. Go to Settings ⚙.
  2. Under Profile, select Switch Company.
  3. From the list, select the company you want to switch to.

The company you selected will now be active.

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Switch between company files in QuickBooks Online (2024)

FAQs

Switch between company files in QuickBooks Online? ›

Go to Settings. . Under Profile, select Switch Company. From the list, select the company you want to switch to.

How do I toggle between companies in QuickBooks Online? ›

Go to Settings. . Under Profile, select Switch Company. From the list, select the company you want to switch to.

Can I have multiple company files in QuickBooks Online? ›

You can have multiple companies under the same QuickBooks Online account. Each company file is its own paid subscription, but you access them with the same sign-in info. This lets you quickly switch between companies so you can manage everything more efficiently.

How do I switch between company files in QuickBooks desktop? ›

While the first company file is open:
  1. Double-click the second company file's name.
  2. Double-click the QuickBooks icon.
  3. Go to the File menu, then select Open Second Company.

How do I switch between accounts in QuickBooks? ›

Switch from the Dashboard page

Select the GO TO QUICKBOOKS dropdown. Select the company file you want to access. Note: If you don't see the client's company, make sure you add them to your firm. Or you have permission to access clients.

How do I switch companies in QuickBooks app? ›

If you have an Android device, here are the steps to switch between accounts:
  1. Login to your QBO mobile app.
  2. Tap the Menu icon at the bottom.
  3. You will see a switcher icon beside the Gear. Click on it.
Feb 12, 2020

How do I create a new company file from an existing one in QuickBooks? ›

Think of it as a way to create company file templates.
  1. Go to File and select New Company from Existing Company File.
  2. Select Browse and find the company file you want to copy.
  3. Select your file and then Open.
  4. Give the new company file a name and select Create Company.

How many company files can you have in QuickBooks Online? ›

Why You Should Have All of Your Businesses on QuickBooks. Managing the finances of multiple companies on QuickBooks is easy. QuickBooks (both QBO and QBD) allows users to create and manage up to 99 separate business accounts with each software license.

How do I create multiple company files in QuickBooks Online? ›

Create multiple business files
  1. Select the Profile icon, then select Switch account.
  2. Select New account to proceed.
  3. Enter the Account Name of your new OneSaas file, then select Create to complete the process.
Jan 15, 2024

Can I have multiple company files in QuickBooks desktop? ›

Yes, @MAStory. In the QuickBooks Desktop Silver plan, you can add multiple company files.

How do I switch back and forth between companies in QuickBooks? ›

If you are subscribed to more than one company, you can switch between them quickly:
  1. Go to Settings. .
  2. Under Profile, select Switch Company.
  3. From the list, select the company you want to switch to.
Jan 15, 2024

How do I change a company file in QuickBooks? ›

Set up QuickBooks Desktop to use the new company file name
  1. From the QuickBooks File menu, select Open or restore an existing company.
  2. Select Open a company file and click Next.
  3. Select the newly renamed company file and click Open.
Feb 2, 2024

How do I merge two QuickBooks company files? ›

To combine reports:
  1. From the QuickBooks Reports menu, select Combine Reports from Multiple Companies.
  2. Select Add Files, locate the other company file, then choose Open. ...
  3. Under Select reports for combining, select the reports you want to combine.
  4. Select the report From and To date range, then select a report basis.

How do I switch between accounts? ›

Switch users on Android Go
  1. From the Home screen, tap Switch user .
  2. Tap a different user. That user can now sign in.

Can I have two separate QuickBooks accounts? ›

When you are on the login page, select the Sign in link next to Already have an Intuit account? With the same credentials you have for your current company. If you want to have two separate sets of credentials, enter a new user ID. Follow the on-screen instructions to create a new company file.

How do I switch back to Accountant view in QuickBooks Online? ›

If you want to change your view:
  1. Select Settings ⚙.
  2. Select Switch to Business view or Switch to Accountant view.

Do you need to back up QBO files? ›

You don't need to worry about saving your QuickBooks data on a flash drive because QuickBooks Online automatically backs your data up with the same level of security used by banks and financial institutions. The security of your data is our first priority.

Is QuickBooks desktop being phased out? ›

Your access to QuickBooks Desktop Payroll, Desktop Payments, live technical support, Online Backup, Online Banking, and other services through QuickBooks Desktop 2021 software will be discontinued after May 31, 2024. This also means you won't receive critical security updates protecting your data starting June 1, 2024.

Does QuickBooks offer discounts for multiple companies? ›

The multi-company discount will continue as long as there is one primary company and one additional company remaining on the QuickBooks Online subscription. One of the additional companies could become a primary company, and the rest of the companies would remain additional (child) companies.

How do I create a new company in QuickBooks? ›

Create a new company file
  1. Open QuickBooks Desktop.
  2. In the No Company Open window, select Create a new company.
  3. At this point, you have two setup options: Select Express Start or Start Setup if you want to get started right away. ...
  4. Follow the onscreen steps to finish the setup. ...
  5. Select Start Working.

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