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Create or add another company file to QuickBooks Online

SOLVEDby QuickBooksQuickBooks Online2414Updated 5 days ago

Learn how to manage multiple company files.

You can have multiple companies under the same QuickBooks Online account. Each company file is it's 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.

Note: Merging two companies in QuickBooks Online isn't possible, but if you want to consolidate and compare your QuickBooks companies, check out our authorized 3rd party app, Qvinci Consolidations. 

Move existing company files to same account

If you have multiple companies under separate accounts in QuickBooks Online, here's how to move them all into one account.

Add a new company

Visit the QuickBooks pricing page and select the subscription option you want. This opens one of two experiences:

  • If you're signed in to QuickBooks, you’ll be asked to confirm the account you want to sign in with. If the account displayed is the one you want to use for the new company file, select Yes, that’s correct.
  • If you haven’t signed in recently,  you’ll be asked to create an Intuit account. Don't fill this out unless you want to connect your new company file to a new account. Instead, look for the Adding a company to an existing account? section and select the Sign in link. Sign in with the user ID and password you already use for QuickBooks.


Follow the on-screen instructions to create a new company file.

Switch between company files

Whenever you sign in, QuickBooks asks which company file you want to open. To switch between companies when you're in QuickBooks, select Settings ⚙ and then Switch company.

While you can quickly switch between multiple companies you’ve set up, they’re still separate. Here are a few things you can do to manage all the data in your company files.

Users

Users you set up for one company aren’t automatically granted access to the other. If you want to give them access, you can invite them.

Online banking

If you connect a bank or credit card account to one company, it isn’t added or visible from a second. You need to connect it separately for each company.

Lists

You can move your lists (vendors, customers, inventory, and chart of accounts) to your new company so you don't have to start from scratch.

Keep in mind, your companies are kept separate for a reason. Changes you make in the future to a list in one company won’t be updated in another companies' list.

Important: QuickBooks Desktop migration

Migrating to your new QuickBooks Online company from QuickBooks Desktop? Remember to migrate within 60 days or you’ll need to delete all the data in the new company before you migrate.

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