QuickBooks Online

  1. Subscribe to the platform (https://www.payorcrm.com/#sec-8163) or reach out to us at [email protected] if already subscribed

To create multiple accounts for multiple companies within QuickBooks (QB), repeat the steps above, ensuring that you select a new company each time on the Intuit company selection page.

To switch between multiple companies, Use the drop down menu in the top right corner of the screen

PreviousConnecting PayorCRM to your Accounting SoftwareNextData sync

Last updated

Was this helpful?