cross grading FROM Premium TO Freelancer - what happens if

CPA Planning Design's Avatar

CPA Planning Design

12 Nov, 2013 11:32 AM

I have two companies set up (both are mine) and I do the above? Am I asked which one I wish to keep or make primary?

Thanks!

Chris

P.S. You might have noticed but I'm now paying, thanks to both your product and support. I'll also be recommending it where suitable, thanks!

  1. Support Staff 1 Posted by Seth B on 12 Nov, 2013 06:12 PM

    Seth B's Avatar

    Sorry - I'm a bit confused here.

    You're referring to "two companies"...but I don't understand what you're
    saying by that. You have 2 Cashboard accounts?

  2. 2 Posted by CPA Planning De... on 13 Nov, 2013 12:02 PM

    CPA Planning Design's Avatar

    No, I'm sorry, I was confused about something - all cleared up now. I thought that because when recording expenses, I could refer to what company is owed that money, and in turn create two companies on one account. My bad.

  3. Support Staff 3 Posted by Seth B on 13 Nov, 2013 07:14 PM

    Seth B's Avatar

    I'm sure you're aware by now, but just to be clear — you can create as many
    "Companies" for your clients as you want.

Reply to this discussion

Internal reply

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attaching KB article:

»

Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac