Sign in once
Use your owner account. Complete email verification and two-factor setup when prompted.
ONE OWNER. SEPARATE BUSINESSES.
See how your
businesses fit together.
Try adding a company, choosing its bank, and limiting a bookkeeper to that business. This walkthrough uses sample data.
INTERACTIVE SETUP DEMO
Your login is the starting point.
Business profiles sit beneath your owner login. Each keeps its own records and permissions. These profiles do not establish legal parent-company ownership or combine tax returns.
STEP 1 OF 5
Start with your owner account
One sign-in gives you access to the businesses you own. Your bookkeeper has a separate sign-in.
Sample data only. This does not create an account, connect a bank, grant access, or take payment.
Your owner login
OwnerAll of your business profiles
WHEN YOU DO IT FOR REAL
Five steps in your live account.
Open All businesses and add a company
Give each business its own name. Switch into it before connecting a bank or importing records.
Connect that company’s banks
Open Bank connection and select Add another bank for additional connections. Choose the company’s account when matching a QuickBooks CSV.
Give your bookkeeper scoped access
While in that business, open Settings → Business access. Use the bookkeeper’s registered, verified email and choose Viewer or Bookkeeper. They must enable two-factor authentication. Access to other companies stays separate.
Bring over the records
An upload-only invitation lets a bookkeeper send files without account access. Supported QuickBooks CSV exports can be previewed, matched, approved, and undone. QBB/QBW backups need a CSV export first.
KNOW YOUR ACCESS
You control who sees each company.
| Action | Owner | Bookkeeper | Viewer |
|---|---|---|---|
| View assigned business records | Yes | Yes | Yes |
| Categorize, add notes, match imports | Yes | Yes | No |
| Connect banks or manage billing | Yes | No | No |
| Add or revoke team access | Yes | No | No |
| See another company automatically | Owned companies | No | No |
Personal tax-year profiles and expiring accountant access are now available in the personal tax vault. Document downloads remain locked until malware scanning is operational and a file passes. This sample walkthrough does not expose personal tax documents.