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iainpalmer8-gmai
Level 1

Can I set up a Clent that has 3 businesses and wants to keep them separate as 3 different clients but using the same email and bank accounts?? Thanks

 
2 Comments 2
Catherine_B
QuickBooks Team

Can I set up a Clent that has 3 businesses and wants to keep them separate as 3 different clients but using the same email and bank accounts?? Thanks

I can help you set up your clients with one consolidated email login, iainpalmer8-gmai.

 

If you already have subscribed to 3 different companies, you can choose the email address you’d like to use for all your companies. Let's say it will be company 1. Access company 2 and invite company 1 so you can access and change the email address afterward. For the detailed steps, you can follow the steps on the sign-in to multiple QuickBooks Online companies with one user ID

 

If you haven't yet subscribed and created an account for the other companies, you can add more companies in the future, here’s how to add them under your existing user ID

 

Once everything is set, you can see that the moment you log in you can see the three companies. When you want to switch to another account, just click the Gear icon at the upper-right and click Switch company.

 

Feel free to use this link on how to set up your account after signing up: 

 

Just mention me in your reply if you have other questions in handling your companies. I'm ready to help. Take care!

Fiat Lux - ASIA
Level 15

Can I set up a Clent that has 3 businesses and wants to keep them separate as 3 different clients but using the same email and bank accounts?? Thanks

@iainpalmer8-gmai 

One QBO account is for one company file. You may manage branches/divisions by utilizing the Class/Location feature available in QBO Plus and Advanced. Otherwise you should open a new account.

https:// quickbooks.grsm.io/US

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