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.
Access a client’s QuickBooks Online company file
You can access different companies from the main menu or a client’s company. Here’s how.
- 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. - When you’re ready to switch companies, select the dropdown beside the client’s company name.
- Select Back to practice to return to your firm or the name of a client’s company to switch.