Guides Getting Started Companies

Companies

Companies screenshot

What it does

The Companies feature lets you create and manage multiple businesses under one login. Each company has its own chart of accounts, contacts, invoices, and reports. You can switch between companies instantly from the sidebar.

Key actions

  • Create new companies with the setup wizard
  • Switch between companies from the sidebar
  • Edit company details and preferences independently
  • Delete companies you no longer need

Getting started

Click the company name in the sidebar to see your companies list. Use the "Add Company" button to create a new business and follow the setup wizard.

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