Yes, you can!

Each folder can represent a company or client. You can also have a folder for each department of your company if it suits your workflow. You can organise your documents into multiple folders according to your own preferences. All paid user plans allow you to create multiple folders without extra charge!

You can invite your colleagues or clients to share any folder with you. You can connect each folder to a different organisation in your accounting software or you can connect multiple folders to the same organisation in your accounting software.

Read on to find out how to connect your folders to Xero and Quickbooks.

Connect folder to a Xero organisation

1. Choose "Connect folder" in your My Folders dashboard.

2. Select ''Connect to Xero''. This way you can connect one folder or multiple folders to one Xero organisation.

Connect folder to a Quickbooks organisation

1. Choose "Connect folder" in your My Folders dashboard.

2. Select "Connect to Quickbooks". You can connect one folder to one Quickbooks company, or multiple folders to one Quickbooks company using this method.

Did this answer your question?