Different businesses have their own Documents (Invoices, Estimates/Quotes, Expenses), Business details, Payment options, Template settings, Client communication, tax settings, Client lists and Service & Product lists


  • In the main Home menu click on your business name
    Select ⚙️Settings and select your business

  • A list with added business appears

  • Select a business and click Done


  • Click on your business' name in the upper right corner

  • A list with your businesses appear

  • Select a business by clicking on it

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