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November 26, 2023
Question

How to set-up a 2nd account and company? We are adding a new partner into our facility and working together under a newco... but maintaining our company and QB account

  • November 26, 2023
  • 1 reply
  • 0 views
I was unsure about what "credentials" meant to set up the 2nd account. The new account will absolutely be a different business, but I want to access both under my QB account

1 reply

November 27, 2023

Hello mike481, 

 

Thanks for reaching out to us here. It's great to learn your business is growing as you're adding a new partner into your facility. Rest assured, I'll be happy to provide the info you need so you can move forward with peace of mind. 

 

QuickBooks is designed to manage one subscription for each company. Since you've mentioned the new account is a different business, I recommend setting up a new subscription for that business using the steps provided in this article here. The good thing is that QuickBooks offers the Switch company feature that allows you to switch between different subscriptions with ease. It's important to note you'll need to be using the same email address on both accounts in order to utilize this feature. Here's how to switch between subscriptions/companies:

 

  1. Go to Settings ⚙.
  2. Under Profile, select Switch Company.
  3. From the list, select the company you want to switch to.

The company you selected will now be active. Let me know if this info helps by leaving a comment below. I'll be on standby.