How do I switch between businesses?

Click the business name at the top of the sidebar. If your account has access to more than one business, a dropdown lists them and switching takes you to that business's dashboard.

Each business keeps its own customers, items, documents, chart of accounts and reports. Nothing is shared between them, so switching is a complete change of context rather than a filter.

If a business you expect is missing, your account has not been granted access to it. An administrator of that business adds you under Settings → Team.

Switching takes effect immediately and any unsaved work on the current screen is lost, so save before you switch.

Try it in the live demo: Open the dashboard

Still stuck? Start a chat.