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How to switch between companies

You can easily switch between companies in QuickBooks Online Accountant from either the Accountant Toolbox or the Client list.

Switch from the Accountant Toolbox

From the Accountant Toolbox, you can switch between client companies:

  1. Select Go to client's QuickBooks then select a client company to switch to from the list. The new company file opens.
  2. Select Back to practice to return to your firm's Clients page.

Switch from the Client list

From the client list, you can switch from one company to another:

  1. From the left menu, under Your Practice, select Clients.
  2. On the Clients page, hover your cursor over the QB logo next to the client name to view information about the client's subscription and the last login.
  3. Select the QB logo to open the Overview page in the client company file
  4. Select the QB Accountant logo on the Toolbar to return to the firm's Client list.
  5. Select the QB logo next to the name of the company to switch to.

The Overview page for the company you switched to opens.

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