The QuickBooks page lists the companies connected to the organization's portfolio, who sees them, what each status line means, and which buttons each person gets.
DashboardAvailable
QuickBooks Online is where many of our customers keep their company's accounts. A customer connects each company once, here on the dashboard. After that the Mac and Windows apps can bring its months into the books. Neither app holds the connection, and QuickBooks is not in the apps' list of connectors.
Open QuickBooks in the sidebar.
The QuickBooks page of an organization with four companies.
Whose companies these are
Under the title the page says whose list it is:
"Companies in Northgate Partners" for an organization. Everyone in the organization sees the same companies, on every computer.
"Companies in Priya Nair, your personal organization" for a person with no shared organization. When they invite someone, these companies move into the shared organization. See Your personal organization.
A line at the foot of the card says what Haruno does with the connection: "Haruno keeps each authorization on its own servers, never on your computers, and only ever reads from QuickBooks. Disconnecting ends Haruno's access to the company everywhere." This line is the page's data disclosure: Haruno only reads from QuickBooks.
With no company yet, the card says "No companies connected yet."
A person with no company connected.
One row for each company
Each row has the company's name, a status line and buttons. An Archived badge follows the name of an archived company.
Status line
What it means
Last synced Nov 5
An app last brought months of this company into its books on that date. It could be any computer in the organization.
Not synced yet
No app has brought any months yet.
QuickBooks needs you to sign in to this company again.
QuickBooks has asked for a fresh sign-in. Reconnect does it.
Haruno's access to this company has ended.
Someone disconnected it, here or inside QuickBooks. The company stays in the list so it can be reconnected.
Ends Haruno's access and deletes the company from the portfolio.
An admin is an admin of the organization. A person with no shared organization is their own admin. See Manage a company.
An ordinary member sees only Rename and Archive. They cannot add or reconnect a company either. Where the Connect button would be, the page says "An administrator of your organization adds QuickBooks companies here."
A member's view of the page.
What happens in the apps
A company reaches the books only when a person adds it in the app, with Add company ▸ From QuickBooks. See Portfolio and company pages. In the Mac app, a company archived or removed here says so on its card, its books stay on the computer, and it is left out when the app syncs every company.
No sandbox or production label
A company's row never says whether it is a QuickBooks test company or a live one. The page names that only when it has to refuse something. See Connect a company.