Set up your workspace
Use a workspace to keep one business or client environment separate from another. A workspace contains its own QuickBooks companies, team access, and connected AI apps.
Create a workspace
Section titled “Create a workspace”- Sign in to Connect.
- Select the workspace name at the top of the sidebar.
- Choose Create workspace.
- Enter a Workspace name that your team will recognize.
- Select Create workspace.
The new workspace becomes active in Connect. Its name appears at the top of the sidebar.
If Connect asks you for additional verification, return to the workspace list and choose the new workspace to finish.