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Getting started

Run more than one business

Add another business or your sole trader books, and switch between them from the top bar with one sign-in.

  1. Add a business
  2. Set it up
  3. Switch

One sign-in covers every business you own or work in. Each business has its own books, its own team and its own plan.

How do I add a business?

  1. Choose the business name at the top right, then Add a business.
  2. Choose I’m a sole trader or A company, trust, partnership or fund.
  3. Enter the Business name and ABN, then choose Continue.
  4. Billbook takes you through setup for the new business.

Sole traders

As a sole trader your business runs under your own name and ABN, so its books sit with you. Enter Your ABN and, if you use one, a Trading name, then Start my books.

How do I switch between businesses?

Choose the business name at the top right and pick another. The list is grouped into Personal & businesses, Where you work and Your accountant, with a count of anything waiting in each.

Home · To do shows what's waiting across all of them on one page.

Can I choose which business opens when I sign in?

Yes. In Account & security under Preferences, set After signing in, open to a business, or to Show my list of businesses.

Does each business need its own plan?

Yes. Every business starts on the Free plan, and you can upgrade one without the others in SettingsPlan & billing.

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