All your clients' remittances from one login

Send remittance advice for every client's QuickBooks Online company without logging out and back in. Each client keeps its own settings, Email History and auto-scheduling.

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Built for working across clients

Each client gets its own company in the app, with its own QuickBooks connection.

One login for every client

Manage all your clients' QuickBooks Online companies from one login, and sign in with the same Intuit account you use for QuickBooks. Switch between clients from the company menu at the top of the app. No logging out and back in.

Nothing mixes between clients

Each client company keeps its own QuickBooks connection, logo and branding, email settings, columns, Email History and auto-scheduling.

Auto-scheduling for each client

Turn on auto-scheduling for a client and remittances go out to their vendors on the payment date. You don't have to log in to each company.

Team access per company

Give your staff the clients they work on, with one login for all of them. Or invite a client's own staff to just their company.

How it works

1

Add a company

As the account owner, go to Settings → QuickBooks and click Add another company, or use the company menu.

2

Connect QuickBooks

Connect the client's QuickBooks Online company, the same way you connected your first one. Or choose Get App Now in the QuickBooks App Store and pick the client's company: it's added and connected in one step.

3

Switch between clients

Pick a client from the company menu at the top of the app to work in their company.

Run several companies of your own? It works the same way for businesses with more than one entity. Read the step-by-step guide.

Pricing per company

Each additional company is billed separately, so it's easy to pass the cost through to that client.

Your first company

$20.75/month

billed annually ($249) — 2 months free
or $24.99 billed monthly
14-day free trial

Each additional company

$12.42/month

billed annually ($149) — 2 months free
or $14.99 billed monthly
billed separately for each company

Questions

How do I add a client's company?

The account owner goes to Settings → QuickBooks and clicks Add another company, or uses the company menu. Then connect that client's QuickBooks Online company. You can also choose Get App Now in the QuickBooks App Store, sign in with your Intuit account and pick the client's company: it's added and connected in one step.

Do my clients' settings and emails stay separate?

Yes. Each company has its own QuickBooks connection, branding, email settings, columns, Email History, auto-scheduling and team.

How is each company billed?

Your first company is on the normal plan ($249 a year, about $20.75 a month, or $24.99 billed monthly). Each additional company is $149 a year, about $12.42 a month, or $14.99 billed monthly, billed separately. An added company is free until your trial ends: it shares your trial and doesn't get a new one. Saved cards are shared across your companies.

Can my staff work across several clients?

Yes. Invite them from Settings → Team in each client company they work on. They use one login for all of them and switch from the company menu. You can also invite a client's own staff to just that client's company.

What if we stop working with a client?

Switch to that client's company and remove it from Settings → Account. Its subscription is canceled, so you won't be charged for it again, and its QuickBooks connection is disconnected. Your other companies aren't affected.

More answers on the Support page.

Try it with your first client

Start with one company. Add your other clients when you're ready.

Start Your Free Trial
No credit card required — 14-day free trial