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Level 1

How does Quickbooks Online Accountant work? Can I run multiple sets of books with one log in?

I have 5 companies all with their own set of QBO logins. I'm looking for an easy and economical way of running all 5 sets of books.
3 Comments
QuickBooks Team

How does Quickbooks Online Accountant work? Can I run multiple sets of books with one log in?

Hello, invoices8.

 

There are two ways to run those five companies under a single login credential. I'm happy to share them with you. 

 

QuickBooks Online Accountant works by adding clients to your practice. Not only that, you're also given accountant-only tools to manage your companies. Find out more about it here

 

There are two ways to help you run those companies easily with one login. The first method is to use your QuickBooks Online Accountant account, and invite yourself as an accountant in those companies. Here's how: 

 

  1. Log in to one of your companies. 
  2. Click the Gear icon, then select Manage users
  3. Go to the Accounting firms tab.
  4. Enter your email address associated to your QuickBooks Online Accountant account.
  5. Click the Invite button.

 

invite1.PNG

 

 

Do this to the rest of your companies. When you're done, log in to your QuickBooks Online Accountant account. In the overview page, you can access the companies by clicking the Go to QuickBooks button. 

 

invite2.PNG

 

Another way to access those company files easily is to add yourself as a company admin using a dedicated login information (no need to use the Accountant version). In the Manage users page, click the Add user button. Select Company admin, then hit Next. Finally, enter the email address for the dedicated login credentials. 

 

invite3.PNG

 

Do this until you've invited yourself to all of your companies. You can easily switch between account by clicking the Gear icon, then selecting Switch company

 

invite5.PNG

invite4.PNG

 

Note: You can only open one company at a time but this allows you to use a single login credential. 

 

Do you need help managing your companies after setting up your login? Our articles can guide you with your tasks. Browse a topic here and look for an article. 

 

Visit this thread again if you have other questions with your QuickBooks Online companies. Here to offer guides and help. 

Level 1

How does Quickbooks Online Accountant work? Can I run multiple sets of books with one log in?

This is great information! Thank you. So in the accountant version I can run my own books AND link my other companies QBO files, correct? 

QuickBooks Team

How does Quickbooks Online Accountant work? Can I run multiple sets of books with one log in?

Hello there, @invoices88.

 

Let me add some insights about multiple companies in QuickBooks Online (QBO).

 

You can have multiple companies under your QuickBooks Online account. Each company you add will be a separate paid subscription. Since you mentioned that you already have five companies, you can move them all under one account if they are under separate accounts in QBO.

 

You can use this article for the detailed steps on how to use one email and user ID for all the QuickBooks Online companies you sign in: Use one user ID for multiple companies.

 

You can also use this article If you add more companies in the future: Add companies under an existing user ID.

 

If you have other questions, please don't hesitate to go back to this thread. Take care!

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