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Manage your businesses, create new ones and invite team members
0/500 MB
Page for managing your businesses
This gathers every business you work with. One user can have several businesses - each with its own accounts, transactions and team members.
In plain terms:
Think of this page as a shelf with separate folders. Each business is its own folder with its own people, accounts, files and settings.
The list shows what matters most:
Deactivation vs deletion:
Deactivation temporarily removes the business from lists - its history is kept and you can reactivate it anytime. Deletion is final: all accounts, transaction records and activity history will be erased with no way to recover them. To confirm, you must enter the business name.