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Add A Client Who Has Multiple Companies

If your client has multiple companies, you have two choices: 
 
1) If your client needs to push documents to an accounting platform and they have multiple accounts on the accounting platform, then your client needs to have multiple Hubdoc accounts to do this. 
 
You can only push documents to a single accounting software account from each Hubdoc account. You can however simultaneously connect to multiple accounting platforms with one Hubdoc account. (ex. Hubdoc connects to one QBO + one  Xero account = acceptable)
 
2) If your client only needs to push documents to one account on an accounting platform, then your client only needs one Hubdoc account. 
 
 Ex. Multiple Hubdoc accounts to one QBO/Xero account.
 
Each Hubdoc account will need to have a unique email associated with the account. You can create an email alias as a convenient workaround. Click here to find out more about unique email addresses. 
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  • Avatar
    Connie Sparks

    Do they need to use a different email address for each account or is there a way to have more than one company account with one email login?

  • Avatar
    Edward Aguiar

    If I have two companies, each with the same two users and each company needs to sync to different accounting accounts, can I get away with two accounts? Each of the two users will setup own company yet give the other user access to the information in the company they setup? Or would I need two accounts?

  • Avatar
    Nick Klaponski

    If the companies are using two different accounting software (QBO & Xero) you can use one account. However, if the two separate accounts are using the same accounting software, you will need two Hubdoc accounts. There is no limit to the number of users allowed access to a single Hubdoc account, but user accounts are non-functional and only function for the purpose of toggling into the accounts they are collaborators on.

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