Your personal organization

Everyone has an organization. Until they invite someone, it is their own, named after them. Inviting the first person turns it into a shared organization.

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An organization is the group a customer works in. It has members, a plan, and a portfolio. The portfolio is the set of QuickBooks companies Haruno keeps books for.

A customer who is in no shared organization still has one. It is their own, it has only them in it, and it goes by their name. The page calls it "Your personal organization". Open Organization in the sidebar to see it.

The Organization page for a person with no shared organization. The heading Priya Nair and the line Your personal organization. A Members card listing Priya Nair as Admin. An Invite people card with an Email box, a Role box, an Organization name box already filled in with Priya Nair, and a Send invite button. — The personal organization. The name box is already filled in.

What the page shows

The heading is the person's full name, or the part of their email before the @ if they have no name. The line under it says "Your personal organization".
Members lists the person, as Admin.
Invite people says "Inviting someone turns this into a shared organization. Your QuickBooks companies move into it."

There is nothing to leave or disband yet, so the page has no danger zone.

Making it a shared organization

Type the person's email
Choose a Role: Member or Admin. See Members and roles.
Check the organization name
The box is filled in with the person's own name. Change it to the real name, for example "Northgate Partners". It cannot be empty: "Organization name is required."
Press Send invite
Haruno creates the organization with that name, and then sends the invitation.

The page becomes the organization's page. It says "Invitation sent to" the address, and the invitation is listed as pending. See Invitations.

The organization exists even if the invitation fails

Haruno creates the organization first. If the invitation then fails, for example "That person already belongs to an organization.", the organization is still there and the person's QuickBooks companies have already moved into it. The page shows the error and keeps what was typed, so they can try again.

Good to know

A person belongs to at most one organization.
Creating the organization moves the person's own QuickBooks companies into it. Everyone in the organization then sees them. See QuickBooks companies.
Someone who is invited into another organization chooses whether to bring their companies. See Invitations.
An organization's plan is set by our team. A new shared organization starts with no plan.