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elissar
Level 1

How can I open a new firm

 
7 Comments 7
4Gal
Level 11

How can I open a new firm

What do you mean with "a new firm"? A new QBO account or else?

elissar
Level 1

How can I open a new firm

in my subscription plan i can open two firms. i need now to create a new company . how can i do this? it should be for free since it is under my plan thx

James_AL
QuickBooks Team

How can I open a new firm

I can assist you in adding another company to your QuickBooks Online account, Elissar.

 

To create a new company, you'll need to sign up for a separate QuickBooks Online account subscription for each company file.

 

To add another company to your email address, log in to your existing company account while creating a new account and click Add another company.

 

Here's how:

 

  1.  Visit the QuickBooks pricing page and select the subscription option you want for this new company.
    1. Choose the plan you'd like to have.
    2. On the Sign-in page that appears, enter your email address.
    3. Click the Create a new company button. 
    4. Follow the prompts to finish creating the account. 

 

Check out this article for more information about managing multiple company files: Create or add another company file to QuickBooks Online

 

Once you have created an account, you can easily switch between companies. For more information on how to switch companies, please refer to this, how do I switch companies article for more information.  

  

And that's it! If you have any more queries concerning adding a new company, then let me know. I'm always there to help in any manner that I can. I hope you have an amazing day!

elissar
Level 1

How can I open a new firm

i know all these steps. but they asked for credit card details as a separate transaction. for instance in my subscription i have the right to open for free up to 2 firms, 

i cant have support online. it is very hard to reach the team!!!!

4Gal
Level 11

How can I open a new firm

@elissar 

for instance in my subscription i have the right to open for free up to 2 firms,

 

QB Online or QB Desktop? One QBO account is for one company file. You can use QB Desktop to manage multi company files.

elissar
Level 1

How can I open a new firm

i know all these steps. but they asked me to enter credit card details as it is another and additional monthly fees. and within my subscription i am allowed to open another firm. it is very difficult to reach the support team. and no direct support.

RCV
QuickBooks Team
QuickBooks Team

How can I open a new firm

Let me help you open a new firm under your QuickBooks Online Accountant (QBOA) subscription, Elissar.

 

This isn't the kind of situation we want you to experience. Rest assured, I’ll take note of this feedback and raise this concern with our management team. Your voice is important to us to ensure we give our users the quality service they deserve. Since you already have a plan, you can use your existing user ID and create a new firm under your QuickBooks Online Accountant (QBOA) account. Here's how:

 

  1. Head over to our website.
  2. Sign in with your user ID and password.
  3. Select Create firm.
  4. Follow the onscreen steps.

 

You can check out this article for more details about signing up and creating a QuickBooks Online Accountant firm: Sign up for QuickBooks Online Accountant. If you need to add another company file to QuickBooks Online, just follow the steps and details in this article: Create or add another company file to QuickBooks Online.

 

Just in case you can't add a new firm under your credentials, please contact our Customer Support Team. They'll pull up your account in a secure environment and help you with this one. 

 

Additionally, refer to this article for other options when contacting them. You can also scroll down to the bottom to see their support schedules and hours: QuickBooks Online Support. Furthermore, keep track of clients and update your client list by checking out this article: Manage clients in QuickBooks Online Accountant.

 

Please feel free to post any follow-up questions here or start a new thread if you need additional assistance down the road. The Community is always available to make sure all your QuickBooks needs are taken care of.

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