Need to set up a new company in your account?
Billy is organized differently than other systems. You have one account which is associated with one login. Under that one account, you can have multiple organizations.
This is useful for accountants to manage their clients, or for entrepreneurs who have multiple businesses and need to report on them separately.
Note that we do not recommend you mix your personal and business accounts in Billy. This makes it difficult to manage. It would be better to have two separate organizations, one for your business and one for your personal finances.
Here is how to create a new organization inside of your account
- click on your account at the bottom:
2. then click on My organizations:
3. Then Create a new organization: