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How to switch between companies in QuickBooks Online Accountant

by Intuit Updated 1 month ago

Learn how to switch between companies in QuickBooks Online Accountant.

Do you need to access the company of different clients? We got you covered. Easily switch between companies with just a few clicks. Here’s how.

Switch from the Dashboard page

You can access different companies from the main menu or a client’s company. Here’s how.

  1. Select the GO TO QUICKBOOKS dropdown.
  2. 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.
  3. When you’re ready to switch companies, select the dropdown beside the client’s company name.
  4. Select Back to practice to return to your firm or the name of a client’s company to switch.

Switch from the Client list

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

  1. Select Clients from the left menu.
  2. Select the QB logo next to the company name to switch to the company's Dashboard page.
    Note: When you hover your cursor over the logo, you can view information about the client's subscription and the last login.
  3. Select the QB Accountant logo on the Toolbar to return to the firm's Client list.

The Overview page for the company you switched to opens.

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