Create another company and switch companies
Create a separate company for independent records; use a branch for another location of the same company. Creating a company does not transfer existing records.
Last reviewed
Before you start
Select the correct company and verify permissions. Learn in a test workspace; posting or restoring can change actual data.
Workflow
- Open Profile, then Companies; review the companies you can access.
- Select Create a new company if permitted; enter name, legal name and an available workspace identifier.
- Review country, language, time zone, base currency, period and fiscal-year start, then branches and tax settings.
- In final review, check the summary and switch-after-creation option; create once and wait for the result.
- Check the company name before setup; configure accounts, taxes and users for this company.
- To switch, choose the intended company from the menu; check access and records after switching.
Watch this distinction
A company appearing in the owner's account does not grant every employee access. Assign access and a role in the intended company only.
Verify the result
Reopen the record and check saved values and state. For financial operations, compare the document with the relevant movement and report before continuing.