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ClientSynq
QuickBooks

Switch to a different QuickBooks company

Last updated: October 8, 2026

Each organization works with one QuickBooks company. When you connect or reconnect and pick a different company than the one connected before, ClientSynq stops on the Different QuickBooks Company Detected page and asks what to do.

Before you start

  • Available on every plan.
  • You connect from the QuickBooks Online banner, which appears for the Owner and Administrator roles and for roles with a QuickBooks Tools permission.
  • To switch companies you must be the owner, have the Administrator role, or have a role with Manage Integrations (Roles page, Settings group). Anyone else who clicks Switch Company sees "Only an owner or administrator can change the QuickBooks connection".
  • If you want to keep the current company and add another one, do not switch. Create another organization with Create New Organization on the Billing & Plans page, then connect the second company there.

Steps

  1. In the QuickBooks Online banner, connect or reconnect and choose the new company in Intuit. See Connect QuickBooks.
  2. ClientSynq opens Different QuickBooks Company Detected. It shows the Previous company (the last six characters of its QuickBooks ID) and the New company name.
  3. Read the list under "Switching companies will clear locally cached data".
  4. Choose one:
    • Keep Current Connection cancels. ClientSynq gives back the new company's access to Intuit and returns you to the Dashboard. Nothing changes.
    • Switch Company clears the cached data and connects the new company. You return to the Dashboard.
  5. After switching, click Sync QuickBooks in the banner to load the new company's customers.

Screenshot to come: Different QuickBooks Company Detected page with the Previous and New companies and the Keep Current Connection and Switch Company buttons
public/help/quickbooks/switch-company-1.png

What gets cleared

Switching removes everything ClientSynq copied from the old company:

  • Synced invoices and payments, including convenience fee invoices.
  • Library data: invoices, line items, products and services, classes, locations and daily summaries.
  • The customer list from the old company.
  • Client portal logins. Every client account linked to the old company is removed. Invite your clients again from the new company's customer list.
  • The convenience-fee item, which belonged to the old company. Convenience fees are turned off until you choose a new item.

Nothing is deleted in either QuickBooks company. Syncing the new company brings back invoices, payments and Library data. It does not bring back client logins.

What happens next

  • Your team, roles, branding and Client Payment Settings stay as they were.
  • If you charge convenience fees, open Client Payment Settings, click Sync QuickBooks Items, choose a Convenience Fee Item from the new company, turn Enable Convenience Fees back on and click Save Settings. See Charge convenience fees.
  • If you take online payments, check the banner for Enable QuickBooks Payments. See Turn on online payments.

Good to know

  • The choice waits 10 minutes. After that the page shows Session Expired with Return to Dashboard, and you connect again.
  • ClientSynq compares against the last company you connected, even after a disconnect. Reconnecting the same company never clears data.