Change business

Switch between different businesses in your account

Updated over a week ago

Every company has its own documents (invoices, estimates, expenses), business data, payment options, template settings, customer communication, tax settings, customer lists and lists of products and services.

MOBILE APP

  • From the main home menu, click on your business name

    or

  • Select ⚙️Settings and select your business

  • A list of added businesses will appear

  • Select a business

WEBSITE

  • Click on your business name in the top right-hand corner.

  • A list of your businesses appears

  • Select a business by clicking on it

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