How do I close the company I'm working in and open another company in my QB? This was easy to do with the toolbars on desktop. Those toolbars are missing online

vwiseman-magma-c · ‎October 15, 2021

all my data for the companies has been imported to online. I need to be able to work in each company. How do I go from one to another?

ssprowles1 · ‎October 15, 2021

You should be able to click on Gear Icon (Settings), then under "Profile" select "Switch Company." This will take you to a list of all companies associated with your user ID. You can't keep more than one company open and working at a time like you can with QBD though - you will be redirected to an error page if you try to make any changes after opening a different company in any tab. You can work in the new company chosen, just not make changes to the previous company opened in any open tab.

View solution in original post

ssprowles1 · ‎October 15, 2021

You should be able to click on Gear Icon (Settings), then under "Profile" select "Switch Company." This will take you to a list of all companies associated with your user ID. You can't keep more than one company open and working at a time like you can with QBD though - you will be redirected to an error page if you try to make any changes after opening a different company in any tab. You can work in the new company chosen, just not make changes to the previous company opened in any open tab.

Fiat Lux - ASIA · ‎October 15, 2021

@vwiseman-magma-c

Do you have more than one QBO account to manage?

vwiseman-magma-c · ‎October 16, 2021

Thanks for that-I didn’t know that you could keep more than one company open in desktop, so the switch company under profile works for me. I have noticed that the class function is missing from my uploaded files. Do you know if there a way to record class on transactions? It’s an important part if my filing system.

Angelyn_T · ‎October 16, 2021

I appreciate you for getting back, @vwiseman-magma-c. Let me help you with recording class to your transactions.

First, you need to enable the class tracking feature from the Accounts and Settings window. To utilize the feature, please ensure that you're subscribed to QuickBooks Online (QBO) Plus and Advanced.

Go to the Gear icon, then tap on Account and Settings.
Select Advanced, then select the Categories section to edit.
Check the box beside Track classes.
Mark the Warn me when a transaction isn't assigned a class. This is optional, but it's good to turn on, so when you look at reports, you know everything got classified.
Under Assign classes, select One to entire transaction or One to each row in transaction.*
Hit Save, then Done.

After that, you're now able to add classes to your entries.

Open your transaction.
Add a class under the Class column.
Tap on Save and Close.
Repeat the same steps for other entries.

To learn more about this feature, you can open this link: Get started with class tracking in QuickBooks Online.

Aside from classes, you can also track your transactions by location. I'm adding this article as your reference: Set up and use location tracking.

If you have any other questions about classes, please feel free to leave a comment below. I'll get back here as soon as I can to help you again. Wishing you a good one!

Fiat Lux - ASIA · ‎October 16, 2021

@vwiseman-magma-c

You can open the first account on primary browser and open the second account on private/incognito browser.

Bear in mind, the Class/Location feature is only available on QBO Plus and Advanced.

https:// quickbooks.grsm.io/us-promo

https:// quickbooks.grsm.io/us-promo-6months

Topics

Training

Community

Resources

How do I close the company I'm working in and open another company in my QB? This was easy to do with the toolbars on desktop. Those toolbars are missing online