Work in more than one organization

One account can belong to several organizations: a bookkeeper serving a few clients, or a group with separate companies. Each organization has its own books, people, settings and audit trail; nothing is shared between them.

1. 1

   Open the organization menu

   It's at the top of the sidebar, under the organization's name.

2. 2

   Pick the organization

   The app reloads in that organization. Your role can be different in each one.

3. 3

   Or create a new one

   Choose Create organization. You become its admin and go through the setup questions.