Managing Your Companies
See all your connected QuickBooks companies, add new ones, or remove companies you no longer need to scan.
Where to Find This
Go to Settings → Company Connections to see all your connected QuickBooks companies.
Connection Status
Each company shows whether it's connected and ready to scan:
Connected (Green)
Everything is working. You can run scans on this company anytime.
Needs Reconnect (Yellow)
The connection expired. Click "Reconnect" and sign into QuickBooks again. All your scan history will still be there.
Adding Another Company
Have multiple businesses or QuickBooks accounts? You can connect them all:
- 1
Click "Connect New Company"
Found at the bottom of the connections page or on your dashboard.
- 2
Sign in to QuickBooks
Use the login for the QuickBooks account you want to add.
- 3
Select and connect
Choose the company and grant access. It'll appear on your dashboard.
Removing a Company
If you no longer need to scan a company, you can disconnect it:
- 1.Find the company in your connections list
- 2.Click "Disconnect"
- 3.Confirm you want to remove it
Good to know: Disconnecting doesn't delete your scan history. If you reconnect later, your past scans will still be there.
💡 Tip
Your plan determines how many companies you can connect. If you need to scan more companies than your plan allows, you can upgrade or disconnect companies you no longer need.