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Running several businesses? Connect them all to one Wauvel account

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By Blake EkelundJuly 21, 2026 · 3 min read

Plenty of the people we build for don't have just one set of books. You might own a couple of businesses, run a holding company, or keep the books for a roster of clients as a bookkeeper or fractional CFO. Wauvel treats that as a first-class case: one login, every company, and a click to switch between them.

Who this is for

If any of these sound like you, connecting more than one company is the way to run Wauvel:

  • Multi-business owners. Two shops, a side venture, a rental LLC — each its own QuickBooks file, all under one account.
  • Bookkeepers & accountants. A clean, separate read on every client without juggling a dozen logins.
  • Fractional CFOs. A portfolio of companies you advise, each with its own dashboard, watch-outs, and reports.

How to add another company

Adding a company takes about a minute, and you can do it as many times as you need:

  • Open Integrations — your QuickBooks card lists the companies you've already connected.
  • Click Connect another company and sign in through QuickBooks. If your businesses share one Intuit login, QuickBooks lets you pick which company to grant.
  • The new company drops into the list. Repeat for each one you want to monitor.

Switching between your companies

The moment a second company is connected, a company switcherappears at the top of the sidebar (and in the menu on your phone). Pick a company and the whole app follows it — the live dashboard, watch-outs, and the reports you generate all reflect the one you're looking at. Switch again and you're in the next one, with no re-logging-in.

With a single company there's nothing to switch, so the picker stays out of your way. It shows up exactly when you connect your second.

One plan covers every company

Here's the part multi-business owners tend to like: your subscription is per account, not per company. Connect two companies or ten and it's the same plan — you're not paying again for each business. Running the books for clients at scale is what a Partner plan is for — tell us about your practice and we'll set you up.

Keep each company's reports and alerts separate

If you deliver reports or alerts to Slack or Microsoft Teams, the rule is simple: one channel per company. Give each business its own channel and point it at that company, so one company's numbers never land in another's feed. The full setup lives in the docs.

What's shared today — and what's next

We'd rather be straight with you than oversell: for now, your brand colors and the way you've personalized your CFO are shared across your companies — per-company branding and personalization are on the way. Everything that matters most — the numbers, reports, watch-outs, and alerts — is already fully separate, company by company.

Ready to add one? Open Integrations, hit Connect another company, and you'll have both on one account in a minute.

See what a report like this looks like on your own numbers.

Meet your AI CFO →

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