help | clarity accounting

Multiple Business Files

Adding / Removing Business Files

Q: Can I run more than one business (multiple files) with Clarity Accounting?

One unique feature of our online accounting software is that each user has the ability to manage multiple business files.

Step by Step Instructions

  1. Sign in to Clarity Accounting with your user name and password
  2. On the top left hand corner of the Dashboard, find the drop down menu with your business name under the “Navigation” title
  3. Click on the drop down — this will show you all the business files you currently have access to
  4. Click on the link that says “New Business…”
  5. Follow the same procedures as you did when you set up your first business file
  6. In the future, you will be able to use the same drop down menu to access all the business files you are managing as well as adding new business files.

Removing a Business File

  1. Sign in to Clarity Accounting
  2. Using the drop down under “Navigation”, select the business you wish to remove
  3. Go to the “Business Profile” section under Setup
  4. Scroll down to the bottom of the page
  5. Click on the “Remove” button

Multi-User Access

Oftentimes, the desire to set up multiple business files is associated with the need to give access to multiple users to collaborate on business files.  If this applies to you, please refer to our help file on Adding Multiple Users to Your Business.