Switch environment or create a new one

Switch environment#

If you have access to more than one environment, you see the name of the current environment at the top right, with your role below it.

1. Click the environment name at the top right.
2. Click your own name at the top of the menu. The Switch Account window opens next to it. Search by name if needed.
3. Click the environment you want to open.

Create an extra environment#

As Account owner you can create an extra environment next to your current one, for example for another business.

1. Open Switch Account: click the environment name at the top right, then your own name.
2. Click New environment.
3. Enter the Environment name and click Create environment.
4. Then go through the setup, connecting your accounting system and choosing companies, just like for your first environment.

You become the owner of the new environment. Your current environment stays and you can always switch back.

Switch company#

Want to work with just one company within an environment? Click Switch Company at the top and choose a company, or choose All companies.