How to Switch Between Companies in QuickBooks Online? QuickBooks Online is a reliable and efficient software that helps to complete accounting procedures easily. Many organizations switch to QuickBooks online to bring flexibility to their accounting chores. Moving to QuickBooks online also allows companies to swiftly switch between companies. Procedure to Switch Between Companies You can use QuickBooks Online Accountant to switch between companies. Use the Accountant Toolbelt to complete this process. Here’s what you should do. 1. Open the Accountant Toolbelt and select ‘Go to client’s QuickBooks’. From the dropdown menu pick the client company. 2. Go to the first company file and click on the drop-drown arrow next to the company name. From here you will be able to open a list of available companies. 3. From the list select the company that you want to switch to. It will open the new file. To return to the company’s Client page, select ‘Back to your Practice’. Switching Companies from Client List Moving to QuickBooks Online also helps to switch between companies by using the Client List. Here’s how you can complete the process. 1. Click on the left menu and go to ‘Your Practice’. Select ‘Clients’ and visit the client’s page. 2. To gather information about the client’s last log in and existing subscription plans, go to the Client’s Page and take the cursor over the QuickBooks logo next to the client’s name. You can now view the required information. 3. Click on the QB logo and open the ‘Overview’ page in the client’s company file. 4. Next, visit the Toolbar on QB Accountant to come back to the firm’s client list. 5. You can now switch to another company by selecting the QB logo appearing beside the company you want to now visit. It will automatically open up the Overview page of the other company. Alternative Method to Switch Companies Moving to QuickBooks online gives you the opportunity to easily carry out financial operations for multiple companies at the same time. If you are currently handling more than one company, you can easily switch by following this quick and easy method. 1. Click on the Settings tab. 2. Go to ‘Profile’ and select ‘Switch Company’. 3. A list of subscribed companies will appear and you can easily select a company of your choice. The chosen company will be active and all operations related to this account can
be conducted. QuickBooks online is a completely customizable software that can be quickly integrated with your existing system. Therefore, users enjoy greater flexibility in their accounting operations and if you want to switch to QuickBooks online, it is going to be a rewarding move. Worried about your company’s accounts? Get in touch with MMC Convert now. We have a team of experts skilled to transfer historical data from any software to a preferred accounting platform. We help to provide customized conversions to cloud-based systems like Sage, MYOB, Zoho Books, Clear Books, Freshbooks, QBO, QuickBooks and many more. Contact our team at +91 9926477000 today to get immediate assistance.