I'm a bookkeeper, how do I manage this easily?

Andre Thornton

I have a client on Wave with two businesses so I need to track both business with the same Wave account. Is there a way to differentiate the businesses in wave? If yes, can I have access to multiple buisnesses as a collaborator?

And finally, can I easily navigate between collaborator businesses?

MR Centeno

You can create as many businesses as you want..

Andrew Dowell

Yes, you can create multiple businesses or be added to more than one buisness as a collaborator. When acting as a collaborator, you'll have your own account from which you can easily move between business profiles of both those you own and where you're acting as a secondary/collaborating user. A separate client with multiple businesses will need to add you to each, but this should be fine.

Marco Acero

A bookkeeper, where are you located, and do you work remotely? I could use some help getting started.

mdconsultingatl

I would set the client up with a generic user name using a gmail account such as client...@gmail.com. Then I would create both businesses under that profile and add my self as a collaborator. That way you log on with the client email and see both businesses at the same time or as a collaborator if you are working with more than that client on a given day.

Jacqui_EN_2018

@Marco Acero said:
A bookkeeper, where are you located, and do you work remotely? I could use some help getting started.

Hi Marco,
If you have not received help yet, I am in Connecticut but work remotely. Please Contact me at jpeebles@enumbersllc.com.