I'm here to guide you every step of the way, @Bkimberlyk. Creating and managing new files is just a cakewalk.
First off, may I ask what you are referring to in a new file? If you mean creating or adding a new company file, please know that you need to resubscribe to another QuickBooks Online product.
You can 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.
After following the given steps, you can then follow the on-screen instructions to create a new company file.
For more information, you can visit this article: Create or add another company file to QuickBooks Online.
After you successfully create a new company file in QBO, here’s an article you can visit for future help on how to display your account, understand each view, and switch between them: Switch between Business and Accountant view in QuickBooks Online.
Lastly, did you know that we provide a complimentary session with our QuickBooks Live Expert Assisted service? Our specialists are adept at simplifying financial management and providing personalized guidance to address the specific needs of your business. Take the first step toward a brighter financial future with just one click.
If you mean something else you can visit this forum anytime and I'll be around if you need further assistance with handling company files.
