How Do I Add More Businesses to My Account?

When you first sign up for FreshBooks, your first business or company becomes your primary business. You can add more businesses or companies under the same login and quickly switch between any of them. Each business you set up will run independently from each other; no financial information or any team members you have will be shared between your businesses. The only thing shared between businesses is the same login information.
Only two trial Businesses can be active at a time, upgrade or delete a Business to create more after.

Set Up Multiple Businesses

To set up a secondary business (or additional business), use these steps:
  1. Click on the gear icon in the top left corner
  2. Click on Add or Switch Businesses
  3. If you have multiple businesses already, click on Add Business

    Add business button.

  4. You'll then see a pop-up explaining the feature. Note: Each new business will get a free 30-day trial

    Create new business button.

  5. You'll then need to add the business name, your country, and your industry

    Fill in fields about your new business.

  6. Click on Create My Business and you'll be taken into your brand new account

    Confirmation of new business created.

  7. Once you've clicked Ok, got it, you'll be in your new business account and ready to start using FreshBooks for your additional company. Clicking on your avatar in the top left will give you the opportunity to change your logo, business name, and all of the administrative stuff you may wish to adjust.


How do I switch between businesses?
  1. Click on the gear icon in the top left corner of your account
  2. Click on Add or Switch Businesses
  3. Select the new business you want to switch to and you'll be taken to that business.

Do I need to pay for each business?
Your businesses will run independently from each other - billing included. You'll receive a free 30-day trial for every new business you set up. After that, you will need to upgrade to the most applicable plan.
Can I run Reports across multiple businesses?
No, each business will have separate reports.
Do I need to set up Accept Online Payments on each business?
You can use the same WePay or Stripe accounts on each business; just complete the set up and log into your WePay and/or Stripe account to finish.
How can I delete a business?
If you need to remove a business, ensure the business is cancelled first with the steps here, then use these steps:
  1. Log into your account and select any business that you are not going to delete
  2. Click on the gear icon in the top left corner
  3. Then click on Add or Switch Businesses
  4. Next, click on the trash can icon next to the cancelled business
  5. Type in the Business Name to confirm
  6. Click on Delete and the business is now deleted.