How To Create or Add Another Company File To QuickBooks Online?

QuickBooks is one of the most efficient software solutions to handle all accounting services alone in SMEs. Especially today, when […]

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QuickBooks is one of the most efficient software solutions to handle all accounting services alone in SMEs. Especially today, when one person is in charge of multiple businesses, it becomes important for users to have QuickBooks installed in their systems so that they can manage all their company’s accounting services simultaneously without any trouble.

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Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Desktop. Utilize import, export, and delete services of Dancing Numbers software.

However, the question that arises here is whether QuickBooks allows handling multiple businesses at a time?

About Creating or Adding Another Company File

With users trying their hands in multiple businesses at a time these days, it becomes important for them to have multiple company files to handle simultaneously. As QuickBooks is the most widely used software solution in SMEs today, the software service is expected to have support for multiple company files at a time.

QuickBooks, therefore, does have a provision of multiple company file access, but a user needs to have multiple QuickBooks accounts to access those multiple businesses efficiently. This is because QuickBooks Online allows access to only one company per subscription. So if you want to handle multiple company files at a time, you have to subscribe to those many numbers of QuickBooks accounts.

Why do You Need to Create or Add Another Company File to QuickBooks Online?

As stated above, creating or adding another company file to QuickBooks Online becomes necessary when the same users have to take care of multiple businesses at a time. In addition, logging out from one account and signing in again to open another account is quite troublesome. Thus, users try to find ways in which they do not have to log in and log out to access multiple accounts repeatedly.

Given the issues that users might face, QuickBooks allows users to have multiple accounts created with multiple subscriptions. As a result, they can switch accounts without having to log in or out over and over again.

How to Add or Create Another Company File to QuickBooks Online?

There are several ways in which you can create, add, or access another company file to QuickBooks Online:

Option A: Move all Company Files under one login ID

This is done when users already have two or more business accounts, but they have to constantly log out to access the other one with another email ID.

Step 1: Shoot an Invite

As you have multiple email IDs for multiple company files, you can choose the one using which you wish to control all the files.

  • Log in to one of the company files you access with your non-primary email ID.
  • Send an invite to the company file accessed by the primary email ID
  • Choose user type
  • Click on Company Admin to make it your primary email ID for accessing all other company files
  • Now open your primary email ID
  • Choose the invite link
  • Your non-primary email ID allowed you to access the company file using the selected primary email ID.

Once you do this for all the company files you wish to access using the primary email ID, you can remove the rest of the user IDs from the system for your convenience.

Option B: Create or Add Another Company

This is done when you already have an account, but you have to subscribe to another one to access a different company file.

  • Go to the QuickBooks Pricing page
  • Choose the subscription
  • This will give you two options:
    • In case you are already signed in to QuickBooks
      • You will need to confirm the account you would like to sign in with.
      • Choose Yes, that’s correct [If it is the same account you want to use for the new company file]
    • If you are not signed in or haven’t used it recently, you will require creating an Intuit account.
    • Choose an option of Adding a company to the existing account option
    • Click on the Sign-in link
    • Enter the username and password that you already use for QuickBooks
  • Follow the on-screen prompts for further instruction
  • And your company file will be created and added to your existing/primary account.

The points mentioned above are quite easy to follow. However, there are times when you might get stuck in some steps. This is where our expert professionals come into the scene. If you ever think you are unable to proceed further with the steps mentioned above, you can unhesitatingly connect with our technical experts.

The executives will either guide you over a call or access your systems remotely to create or add another company file to QuickBooks Online on your behalf. In addition, our Dancing Numbers experts are available 24/7 to help and guide you. So please feel free to connect with us whenever you need.

Accounting Professionals, CPA, Enterprises, Owners

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-347-428-6831 or chat with experts.


How many Company Files can be accessed on QuickBooks at a time?

QuickBooks Online allows users to use multiple company files simultaneously so that they can work on different files conveniently. However, there is a maximum limit on how many company files they can access on QuickBooks. This limit is determined depending on the number of subscriptions a user has. The users, in short, need to subscribe separately for each company file and based on the number of subscriptions, they would be allowed access.

For example, if you have two subscriptions, you will be allowed to access two company files at a time on QuickBooks Online.

How can I Switch Company Files on QuickBooks Online?

This is the option used when multiple accounts are operated using the same login ID. Having this feature helps users switch accounts without the hassle and makes handling numerous companies files convenient at the same time.

Go to Settings
Click on Profile
Choose Switch Company
Click on the company you wish to switch to
The selected company file will become active.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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